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Wipfli Financial Advisors’s PG&E PCG Stock Holding History

Wipfli 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
2022
Q3 		$34K Buy
+2,755
New +$32.3K ﹤0.01% 1306

Other funds holding PCG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
GFA
Gallagher Fiduciary Advisors Rolling Meadows, Illinois $3.04B AUM 16.58% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Wipfli Financial Advisors's PCG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in PG&E (PCG) in Q3 2022: 2,755 shares worth $34K. The stake represents ﹤0.01% of the portfolio and ranks #1306 among its holdings.

443 funds tracked by Wall St. Rank hold PCG as of Q3 2022.

  • Wipfli Financial Advisors held 2,755 shares of PG&E worth $34K as of Q3 2022.
  • PG&E was a new Wipfli Financial Advisors position in Q3 2022.
  • PG&E made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1306 holding.
  • 443 funds tracked by Wall St. Rank held PG&E as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.