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

Evolution 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	-54	Closed	-$3K	–	494
2021 Q3	$3K	Hold	54	–	–	﹤0.01%	619
2021 Q2	$3K	Hold	54	–	–	﹤0.01%	601
2021 Q1	$3K	Hold	54	–	–	﹤0.01%	607
2020 Q4	$3K	Hold	54	–	–	﹤0.01%	532
2020 Q3	$3K	Buy	54 +21	+64%	+$1.11K	﹤0.01%	510
2020 Q2	$2K	Buy	+33	New	+$1.64K	﹤0.01%	497
2020 Q1	–	Sell	-95	Closed	-$6K	–	559
2019 Q4	$6K	Buy	95 +10	+12%	+$606	﹤0.01%	379
2019 Q3	$5K	Hold	85	–	–	﹤0.01%	283
2019 Q2	$5K	Buy	+85	New	+$5.06K	﹤0.01%	266

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

Evolution Wealth Advisors's PEG Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q4 2021, closing a stake of 54 shares — an estimated $3K sold.

Evolution Wealth Advisors first reported a position in PEG in Q2 2019 and held it in 9 quarters. The position peaked at $6K in Q4 2019. 959 funds tracked by Wall St. Rank hold PEG as of Q4 2021.

Evolution Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q4 2021 after selling out during the quarter.
Evolution Wealth Advisors sold 54 Public Service Enterprise Group shares in Q4 2021, an estimated $3K.
Evolution Wealth Advisors first reported a position in Public Service Enterprise Group in Q2 2019 and held it in 9 quarters.
Evolution Wealth Advisors's Public Service Enterprise Group position peaked at $6K in Q4 2019.
959 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.