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TD Ameritrade Investment Management’s PG&E PCG Stock Holding History

TD Ameritrade Investment Management’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
Q3 		– Sell
-1,283
Closed -$22K – 344
2023
Q2 		$22K Sell
1,283
-256
-17% -$4.33K ﹤0.01% 277
2023
Q1 		$25K Sell
1,539
-179
-10% -$2.83K ﹤0.01% 283
2022
Q4 		$28K Sell
1,718
-351
-17% -$5.31K ﹤0.01% 296
2022
Q3 		$26K Sell
2,069
-1,161
-36% -$13.6K ﹤0.01% 318
2022
Q2 		$32K Sell
3,230
-2,158
-40% -$25.4K ﹤0.01% 338
2022
Q1 		$64K Buy
5,388
+1,503
+39% +$17.8K ﹤0.01% 328
2021
Q4 		$47K Buy
+3,885
New +$45.5K ﹤0.01% 352
2021
Q3 		– Sell
-1,460
Closed -$15K – 688
2021
Q2 		$15K Buy
1,460
+839
+135% +$9K ﹤0.01% 423
2021
Q1 		$8K Hold
621
– – ﹤0.01% 492
2020
Q4 		$8K Buy
+621
New +$7.03K ﹤0.01% 492

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

TD Ameritrade Investment Management's PCG Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of PG&E (PCG) in Q3 2023, closing a stake of 1,283 shares — an estimated $22K sold.

TD Ameritrade Investment Management first reported a position in PCG in Q4 2020 and held it in 10 quarters. The position peaked at $64K in Q1 2022. 597 funds tracked by Wall St. Rank hold PCG as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining PG&E position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 1,283 PG&E shares in Q3 2023, an estimated $22K.
  • TD Ameritrade Investment Management first reported a position in PG&E in Q4 2020 and held it in 10 quarters.
  • TD Ameritrade Investment Management's PG&E position peaked at $64K in Q1 2022.
  • 597 funds tracked by Wall St. Rank held PG&E as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.