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

Curi 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
2022
Q3 		– Sell
-85
Closed -$5K – 557
2022
Q2 		$5K Sell
85
-3
-3% -$204 ﹤0.01% 457
2022
Q1 		$6K Hold
88
– – ﹤0.01% 407
2021
Q4 		$5K Buy
+88
New +$5.57K ﹤0.01% 378
2021
Q1 		– Sell
-85
Closed -$4K – 377
2020
Q4 		$4K Buy
+85
New +$4.95K ﹤0.01% 312

Other funds holding PEG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Curi Wealth Management's PEG Position: Q3 2022 in Review

Curi Wealth Management sold out of Public Service Enterprise Group (PEG) in Q3 2022, closing a stake of 85 shares — an estimated $5K sold.

Curi Wealth Management first reported a position in PEG in Q4 2020 and held it in 4 quarters. The position peaked at $6K in Q1 2022. 907 funds tracked by Wall St. Rank hold PEG as of Q3 2022.

  • Curi Wealth Management reported no remaining Public Service Enterprise Group position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 85 Public Service Enterprise Group shares in Q3 2022, an estimated $5K.
  • Curi Wealth Management first reported a position in Public Service Enterprise Group in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Public Service Enterprise Group position peaked at $6K in Q1 2022.
  • 907 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.