TAM
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Tucker Asset Management’s PG&E PCG Stock Holding History

Tucker Asset 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
2024
Q2 		– Sell
-140
Closed -$2.35K – 1765
2024
Q1 		$2.35K Buy
+140
New +$2.35K ﹤0.01% 1281
2023
Q3 		– Sell
-1,025
Closed -$17.7K – 1508
2023
Q2 		$17.7K Sell
1,025
-700
-41% -$11.9K 0.01% 423
2023
Q1 		$27.9K Buy
+1,725
New +$27.3K 0.01% 345

Other funds holding PCG

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return