TWM
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Titus Wealth Management’s PG&E PCG Stock Holding History

Titus Wealth 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
2021
Q2 		– Sell
-16,308
Closed -$191K – 153
2021
Q1 		$191K Hold
16,308
– – 0.11% 140
2020
Q4 		$203K Buy
+16,308
New +$184K 0.12% 133
2019
Q3 		– Sell
-9,877
Closed -$226K – 103
2019
Q2 		$226K Buy
+9,877
New +$198K 0.22% 81
2019
Q1 		– Sell
-9,777
Closed -$232 – 99
2018
Q4 		$232 Sell
9,777
-400
-4% -$14.3K 0.2% 83
2018
Q3 		$468K Hold
10,177
– – 0.4% 42
2018
Q2 		$433K Buy
+10,177
New +$441K 0.46% 41
2018
Q1 		– Sell
-10,177
Closed -$456K – 90
2017
Q4 		$456K Buy
+10,177
New +$570K 0.51% 37

Other funds holding PCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SSP
Sixth Street Partners Dallas, Texas $711M AUM 9.3% 1-Year Est. Return

Titus Wealth Management's PCG Position: Q2 2021 in Review

Titus Wealth Management sold out of PG&E (PCG) in Q2 2021, closing a stake of 16,308 shares — an estimated $191K sold.

Titus Wealth Management first reported a position in PCG in Q4 2017 and held it in 7 quarters. The position peaked at $468K in Q3 2018. 421 funds tracked by Wall St. Rank hold PCG as of Q2 2021.

  • Titus Wealth Management reported no remaining PG&E position as of Q2 2021 after selling out during the quarter.
  • Titus Wealth Management sold 16,308 PG&E shares in Q2 2021, an estimated $191K.
  • Titus Wealth Management first reported a position in PG&E in Q4 2017 and held it in 7 quarters.
  • Titus Wealth Management's PG&E position peaked at $468K in Q3 2018.
  • 421 funds tracked by Wall St. Rank held PG&E as of Q2 2021.

Based on Titus Wealth Management's 13F filing for Q2 2021, filed 16 Aug 2021.