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CWA
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
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q3
–
Sell
-37
Closed
-$2.3K
–
468
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
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$6.9T AUM
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1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Legal & General Group
London, United Kingdom
$432B AUM
29.4%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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