Syverson Strege & Co’s PG&E PCG Stock Holding History

Syverson Strege & Co’s Portfolio PCG Stock Details PCG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-212	Closed	-$3.43K	–	455
2023 Q1	$3.43K	Buy	+212	New	+$3.35K	﹤0.01%	397

Other funds holding PCG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Third Point New York $4.68B AUM 37.3% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Syverson Strege & Co's PCG Position: Q2 2023 in Review

Syverson Strege & Co sold out of PG&E (PCG) in Q2 2023, closing a stake of 212 shares — an estimated $3.43K sold.

Syverson Strege & Co first reported a position in PCG in Q1 2023 and held it in 1 quarter. The position peaked at $3.43K in Q1 2023. 558 funds tracked by Wall St. Rank hold PCG as of Q2 2023.

Syverson Strege & Co reported no remaining PG&E position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 212 PG&E shares in Q2 2023, an estimated $3.43K.
Syverson Strege & Co first reported a position in PG&E in Q1 2023 and held it in 1 quarter.
Syverson Strege & Co's PG&E position peaked at $3.43K in Q1 2023.
558 funds tracked by Wall St. Rank held PG&E as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.