VFA
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Valeo Financial Advisors’s PG&E PCG Stock Holding History

Valeo Financial Advisors’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
-17
Closed – – 1426
2021
Q1 		$0 Buy
+17
New +$197 ﹤0.01% 2146
2019
Q1 		– Sell
-900
Closed -$21K – 1650
2018
Q4 		$21K Hold
900
– – ﹤0.01% 696
2018
Q3 		$42K Hold
900
– – 0.01% 585
2018
Q2 		$39K Sell
900
-100
-10% -$4.33K 0.01% 599
2018
Q1 		$44K Hold
1,000
– – 0.01% 514
2017
Q4 		$45K Buy
1,000
+100
+11% +$5.6K 0.01% 488
2017
Q3 		$61K Buy
+900
New +$61.7K 0.01% 376

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 $5.7T 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 $24.2B AUM 26.83% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B 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