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

Financial Synergies 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
2024 Q2	–	Sell	-331	Closed	-$22.1K	–	346
2024 Q1	$22.1K	Buy	331 +325	+5,417%	+$19.9K	﹤0.01%	183
2023 Q4	$368	Sell	6 -322	-98%	-$19.8K	﹤0.01%	402
2023 Q3	$18.7K	Buy	328 +2	+0.6%	+$123	﹤0.01%	184
2023 Q2	$20.4K	Buy	326 +2	+0.6%	+$125	﹤0.01%	165
2023 Q1	$20.2K	Buy	324 +318	+5,300%	+$19.3K	﹤0.01%	174
2022 Q4	$368	Hold	6	–	–	﹤0.01%	402
2022 Q3	$338	Hold	6	–	–	﹤0.01%	405
2022 Q2	$380	Buy	+6	New	+$408	﹤0.01%	401

Other funds holding PEG

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Synergies Wealth Advisors's PEG Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q2 2024, closing a stake of 331 shares — an estimated $22.1K sold.

Financial Synergies Wealth Advisors first reported a position in PEG in Q2 2022 and held it in 8 quarters. The position peaked at $22.1K in Q1 2024. 1,078 funds tracked by Wall St. Rank hold PEG as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 331 Public Service Enterprise Group shares in Q2 2024, an estimated $22.1K.
Financial Synergies Wealth Advisors first reported a position in Public Service Enterprise Group in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Public Service Enterprise Group position peaked at $22.1K in Q1 2024.
1,078 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.