Traverso Chambers Private Wealth Management’s PG&E PCG Stock Holding History

Traverso Chambers Private 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 Q4	–	Sell	-10,416	Closed	-$100K	–	112
2021 Q3	$100K	Hold	10,416	–	–	0.03%	108
2021 Q2	$106K	Hold	10,416	–	–	0.03%	107
2021 Q1	$122K	Hold	10,416	–	–	0.04%	107
2020 Q4	$130K	Sell	10,416 -459	-4%	-$5.19K	0.05%	106
2020 Q3	$102K	Buy	+10,875	New	+$101K	0.04%	103
2020 Q1	–	Sell	-11,500	Closed	-$125K	–	111
2019 Q4	$125K	Buy	+11,500	New	+$98.5K	0.05%	104

Other funds holding PCG

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

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

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

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

Traverso Chambers Private Wealth Management's PCG Position: Q4 2021 in Review

Traverso Chambers Private Wealth Management sold out of PG&E (PCG) in Q4 2021, closing a stake of 10,416 shares — an estimated $100K sold.

Traverso Chambers Private Wealth Management first reported a position in PCG in Q4 2019 and held it in 6 quarters. The position peaked at $130K in Q4 2020. 432 funds tracked by Wall St. Rank hold PCG as of Q4 2021.

Traverso Chambers Private Wealth Management reported no remaining PG&E position as of Q4 2021 after selling out during the quarter.
Traverso Chambers Private Wealth Management sold 10,416 PG&E shares in Q4 2021, an estimated $100K.
Traverso Chambers Private Wealth Management first reported a position in PG&E in Q4 2019 and held it in 6 quarters.
Traverso Chambers Private Wealth Management's PG&E position peaked at $130K in Q4 2020.
432 funds tracked by Wall St. Rank held PG&E as of Q4 2021.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q4 2021, filed 19 Jan 2022.