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

Atlas Private 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 Q2	–	Sell	-33	Closed	-$2K	–	304
2021 Q1	$2K	Buy	+33	New	+$1.9K	﹤0.01%	363
2020 Q3	–	Sell	-392	Closed	-$19K	–	452
2020 Q2	$19K	Buy	392 +4	+1%	+$199	0.02%	273
2020 Q1	$17K	Buy	388 +5	+1%	+$270	0.02%	263
2019 Q4	$23K	Buy	+383	New	+$23.2K	0.02%	277

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

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

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

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

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Atlas Private Wealth Management's PEG Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Public Service Enterprise Group (PEG) in Q2 2021, closing a stake of 33 shares — an estimated $2K sold.

Atlas Private Wealth Management first reported a position in PEG in Q4 2019 and held it in 4 quarters. The position peaked at $23K in Q4 2019. 870 funds tracked by Wall St. Rank hold PEG as of Q2 2021.

Atlas Private Wealth Management reported no remaining Public Service Enterprise Group position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 33 Public Service Enterprise Group shares in Q2 2021, an estimated $2K.
Atlas Private Wealth Management first reported a position in Public Service Enterprise Group in Q4 2019 and held it in 4 quarters.
Atlas Private Wealth Management's Public Service Enterprise Group position peaked at $23K in Q4 2019.
870 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.