WIM
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WealthPlan Investment Management’s PG&E PCG Stock Holding History

WealthPlan Investment 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
2023
Q2 		– Sell
-243
Closed -$3.93K – 437
2023
Q1 		$3.93K Buy
+243
New +$3.84K ﹤0.01% 376

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

WealthPlan Investment Management's PCG Position: Q2 2023 in Review

WealthPlan Investment Management sold out of PG&E (PCG) in Q2 2023, closing a stake of 243 shares — an estimated $3.93K sold.

WealthPlan Investment Management first reported a position in PCG in Q1 2023 and held it in 1 quarter. The position peaked at $3.93K in Q1 2023. 558 funds tracked by Wall St. Rank hold PCG as of Q2 2023.

  • WealthPlan Investment Management reported no remaining PG&E position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 243 PG&E shares in Q2 2023, an estimated $3.93K.
  • WealthPlan Investment Management first reported a position in PG&E in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's PG&E position peaked at $3.93K in Q1 2023.
  • 558 funds tracked by Wall St. Rank held PG&E as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.