TIAM2
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Tru Independence Asset Management 2’s PG&E PCG Stock Holding History

Tru Independence Asset Management 2’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
Q1 		– Sell
-150
Closed -$2K – 322
2020
Q4 		$2K Buy
+150
New +$1.7K ﹤0.01% 408

Other funds holding PCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
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
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Tru Independence Asset Management 2's PCG Position: Q1 2021 in Review

Tru Independence Asset Management 2 sold out of PG&E (PCG) in Q1 2021, closing a stake of 150 shares — an estimated $2K sold.

Tru Independence Asset Management 2 first reported a position in PCG in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 439 funds tracked by Wall St. Rank hold PCG as of Q1 2021.

  • Tru Independence Asset Management 2 reported no remaining PG&E position as of Q1 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 150 PG&E shares in Q1 2021, an estimated $2K.
  • Tru Independence Asset Management 2 first reported a position in PG&E in Q4 2020 and held it in 1 quarter.
  • Tru Independence Asset Management 2's PG&E position peaked at $2K in Q4 2020.
  • 439 funds tracked by Wall St. Rank held PG&E as of Q1 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2021, filed 19 May 2021.