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TFO Wealth Partners’s PG&E PCG Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-22
Closed -$369 – 568
2024
Q1 		$369 Hold
22
– – ﹤0.01% 342
2023
Q4 		$397 Sell
22
-33
-60% -$557 ﹤0.01% 410
2023
Q3 		$950 Buy
55
+33
+150% +$567 ﹤0.01% 296
2023
Q2 		$380 Hold
22
– – ﹤0.01% 341
2023
Q1 		$356 Buy
22
+17
+340% +$269 ﹤0.01% 324
2022
Q4 		$317 Buy
+5
New +$76 ﹤0.01% 549
2022
Q3 		– Sell
-204
Closed -$2K – 391
2022
Q2 		$2K Buy
+204
New +$2.4K ﹤0.01% 337

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

TFO Wealth Partners's PCG Position: Q2 2024 in Review

TFO Wealth Partners sold out of PG&E (PCG) in Q2 2024, closing a stake of 22 shares — an estimated $369 sold.

TFO Wealth Partners first reported a position in PCG in Q2 2022 and held it in 7 quarters. The position peaked at $2K in Q2 2022. 659 funds tracked by Wall St. Rank hold PCG as of Q2 2024.

  • TFO Wealth Partners reported no remaining PG&E position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 22 PG&E shares in Q2 2024, an estimated $369.
  • TFO Wealth Partners first reported a position in PG&E in Q2 2022 and held it in 7 quarters.
  • TFO Wealth Partners's PG&E position peaked at $2K in Q2 2022.
  • 659 funds tracked by Wall St. Rank held PG&E as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.