AWA
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Amplius Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

Amplius Wealth Advisors’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
2022
Q1 		– Sell
-367
Closed -$24K – 693
2021
Q4 		$24K Buy
+367
New +$23.2K ﹤0.01% 438

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Capital Research Global Investors
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T. Rowe Price Associates
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amplius Wealth Advisors's PEG Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q1 2022, closing a stake of 367 shares — an estimated $24K sold.

Amplius Wealth Advisors first reported a position in PEG in Q4 2021 and held it in 1 quarter. The position peaked at $24K in Q4 2021. 997 funds tracked by Wall St. Rank hold PEG as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 367 Public Service Enterprise Group shares in Q1 2022, an estimated $24K.
  • Amplius Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Public Service Enterprise Group position peaked at $24K in Q4 2021.
  • 997 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.