WealthShield Partners’s PG&E PCG Stock Holding History

WealthShield 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	-200	Closed	-$2K	–	1041
2021 Q1	$2K	Buy	+200	New	+$2.32K	﹤0.01%	1070

Other funds holding PCG

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

WealthShield Partners's PCG Position: Q2 2021 in Review

WealthShield Partners sold out of PG&E (PCG) in Q2 2021, closing a stake of 200 shares — an estimated $2K sold.

WealthShield Partners first reported a position in PCG in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 421 funds tracked by Wall St. Rank hold PCG as of Q2 2021.

WealthShield Partners reported no remaining PG&E position as of Q2 2021 after selling out during the quarter.
WealthShield Partners sold 200 PG&E shares in Q2 2021, an estimated $2K.
WealthShield Partners first reported a position in PG&E in Q1 2021 and held it in 1 quarter.
WealthShield Partners's PG&E position peaked at $2K in Q1 2021.
421 funds tracked by Wall St. Rank held PG&E as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.