Atlas Private Wealth Advisors’s Public Service Enterprise Group PEG Stock Holding History

Atlas Private 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
2021 Q4	–	Sell	-756	Closed	-$46K	–	545
2021 Q3	$46K	Buy	756 +1	+0.1%	+$62	0.02%	243
2021 Q2	$45K	Buy	755 +35	+5%	+$2.16K	0.02%	243
2021 Q1	$43K	Hold	720	–	–	0.02%	247
2020 Q4	$42K	Buy	720 +80	+13%	+$4.66K	0.03%	239
2020 Q3	$35K	Hold	640	–	–	0.03%	244
2020 Q2	$31K	Buy	+640	New	+$31.9K	0.03%	263

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

Atlas Private Wealth Advisors's PEG Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q4 2021, closing a stake of 756 shares — an estimated $46K sold.

Atlas Private Wealth Advisors first reported a position in PEG in Q2 2020 and held it in 6 quarters. The position peaked at $46K in Q3 2021. 959 funds tracked by Wall St. Rank hold PEG as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 756 Public Service Enterprise Group shares in Q4 2021, an estimated $46K.
Atlas Private Wealth Advisors first reported a position in Public Service Enterprise Group in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Public Service Enterprise Group position peaked at $46K in Q3 2021.
959 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.