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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return

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

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

SSP

Sixth Street Partners Dallas, Texas $579M AUM 2.46% 1-Year Est. Return

Wealthcare Advisory Partners's PCG Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of PG&E (PCG) in Q2 2021, closing a stake of 1,284 shares — an estimated $15K sold.

Wealthcare Advisory Partners first reported a position in PCG in Q3 2017 and held it in 12 quarters. The position peaked at $90K in Q3 2017. 422 funds tracked by Wall St. Rank hold PCG as of Q2 2021.

Wealthcare Advisory Partners reported no remaining PG&E position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 1,284 PG&E shares in Q2 2021, an estimated $15K.
Wealthcare Advisory Partners first reported a position in PG&E in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's PG&E position peaked at $90K in Q3 2017.
422 funds tracked by Wall St. Rank held PG&E as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.