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

Clearview 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
2023 Q3	–	Sell	-37	Closed	-$2.3K	–	467
2023 Q2	$2.3K	Buy	37 +1	+3%	+$62	﹤0.01%	512
2023 Q1	$2.28K	Hold	36	–	–	﹤0.01%	504
2022 Q4	$2.23K	Hold	36	–	–	﹤0.01%	471
2022 Q3	$2K	Buy	36 +1	+3%	+$64	﹤0.01%	495
2022 Q2	$2K	Sell	35 -131	-79%	-$8.91K	﹤0.01%	502
2022 Q1	$12K	Sell	166 -88	-35%	-$5.83K	0.01%	357
2021 Q4	$17K	Hold	254	–	–	0.01%	348
2021 Q3	$15K	Buy	254 +18	+8%	+$1.12K	0.01%	370
2021 Q2	$14K	Buy	236 +1	+0.4%	+$62	0.01%	380
2021 Q1	$14K	Buy	235 +89	+61%	+$5.13K	0.01%	373
2020 Q4	$9K	Buy	+146	New	+$8.5K	0.01%	391

Other funds holding PEG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Clearview Wealth Advisors's PEG Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q3 2023, closing a stake of 37 shares — an estimated $2.3K sold.

Clearview Wealth Advisors first reported a position in PEG in Q4 2020 and held it in 11 quarters. The position peaked at $17K in Q4 2021. 927 funds tracked by Wall St. Rank hold PEG as of Q3 2023.

Clearview Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 37 Public Service Enterprise Group shares in Q3 2023, an estimated $2.3K.
Clearview Wealth Advisors first reported a position in Public Service Enterprise Group in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's Public Service Enterprise Group position peaked at $17K in Q4 2021.
927 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.