WAP
PCG icon

Wealthcare Advisory Partners’s PG&E PCG Stock Holding History

Wealthcare Advisory Partners’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
-1,284
Closed -$15K – 1460
2021
Q1 		$15K Buy
+1,284
New +$14.9K ﹤0.01% 1323
2020
Q2 		– Sell
-1,284
Closed -$12K – 1056
2020
Q1 		$12K Hold
1,284
– – ﹤0.01% 877
2019
Q4 		$14K Buy
1,284
+100
+8% +$857 ﹤0.01% 860
2019
Q3 		$12K Hold
1,184
– – ﹤0.01% 884
2019
Q2 		$27K Hold
1,184
– – ﹤0.01% 656
2019
Q1 		$21K Hold
1,184
– – ﹤0.01% 648
2018
Q4 		$28K Hold
1,184
– – 0.01% 560
2018
Q3 		$54K Sell
1,184
-135
-10% -$6.01K 0.01% 453
2018
Q2 		$56K Hold
1,319
– – 0.01% 443
2018
Q1 		$58K Hold
1,319
– – 0.01% 371
2017
Q4 		$59K Buy
1,319
+3
+0.2% +$168 0.02% 347
2017
Q3 		$90K Buy
+1,316
New +$90.2K 0.03% 227

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