Altavista Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

Altavista Wealth Management’s Portfolio PEG Stock Details PEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$243K	Hold	3,635	–	–	0.05%	180
2021 Q3	$221K	Hold	3,635	–	–	0.05%	177
2021 Q2	$217K	Hold	3,635	–	–	0.05%	179
2021 Q1	$219K	Hold	3,635	–	–	0.05%	167
2020 Q4	$212K	Buy	+3,635	New	+$212K	0.05%	167
2020 Q1	–	Sell	-4,437	Closed	-$262K	–	165
2019 Q4	$262K	Hold	4,437	–	–	0.08%	149
2019 Q3	$275K	Hold	4,437	–	–	0.09%	143
2019 Q2	$261K	Buy	4,437 +2	+0%	+$119	0.08%	135
2019 Q1	$263K	Buy	+4,435	New	+$248K	0.09%	133
2018 Q3	–	Sell	-3,730	Closed	-$202K	–	154
2018 Q2	$202K	Buy	+3,730	New	+$192K	0.08%	143
2018 Q1	–	Sell	-4,062	Closed	-$209K	–	144
2017 Q4	$209K	Sell	4,062 -354	-8%	-$17.8K	0.09%	140
2017 Q3	$204K	Buy	+4,416	New	+$200K	0.1%	135

Other funds holding PEG

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Altavista Wealth Management's PEG Position: Q4 2021 in Review

Altavista Wealth Management held its Public Service Enterprise Group (PEG) position steady in Q4 2021 at 3,635 shares worth $243K. The position accounts for 0.05% of the portfolio, ranked #180.

Altavista Wealth Management first reported a position in PEG in Q3 2017 and has held it in 12 quarters since. The position peaked at $275K in Q3 2019. 960 funds tracked by Wall St. Rank hold PEG as of Q4 2021.

Altavista Wealth Management held 3,635 shares of Public Service Enterprise Group worth $243K as of Q4 2021.
Altavista Wealth Management left its Public Service Enterprise Group share count unchanged in Q4 2021.
Public Service Enterprise Group made up 0.05% of Altavista Wealth Management's portfolio in Q4 2021, its #180 holding.
Altavista Wealth Management first reported a position in Public Service Enterprise Group in Q3 2017 and has held it in 12 quarters since.
Altavista Wealth Management's Public Service Enterprise Group position peaked at $275K in Q3 2019.
960 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.