FinTrust Capital Advisors’s Public Service Enterprise Group PEG Stock Holding History

FinTrust Capital 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 Q3	$60K	Hold	672	–	–	0.01%	530
2024 Q2	$49.5K	Hold	672	–	–	0.01%	543
2024 Q1	$44.9K	Hold	672	–	–	0.01%	554
2023 Q4	$41.1K	Buy	672 +68	+11%	+$4.18K	0.01%	539
2023 Q3	$34.4K	Sell	604 -99	-14%	-$6.08K	0.01%	542
2023 Q2	$43.1K	Hold	703	–	–	0.01%	473
2023 Q1	$43.1K	Hold	703	–	–	0.01%	472
2022 Q4	$43.1K	Sell	703 -188	-21%	-$10.9K	0.01%	472
2022 Q3	$50K	Hold	891	–	–	0.01%	511
2022 Q2	$54K	Sell	891 -150	-14%	-$10.2K	0.01%	516
2022 Q1	$72K	Buy	1,041 +148	+17%	+$9.8K	0.02%	485
2021 Q4	$60K	Hold	893	–	–	0.01%	521
2021 Q3	$54K	Hold	893	–	–	0.01%	540
2021 Q2	$53K	Hold	893	–	–	0.01%	546
2021 Q1	$54K	Hold	893	–	–	0.02%	531
2020 Q4	$52K	Hold	893	–	–	0.02%	495
2020 Q3	$49K	Hold	893	–	–	0.01%	496
2020 Q2	$44K	Hold	893	–	–	0.02%	512
2020 Q1	$40K	Hold	893	–	–	0.02%	485
2019 Q4	$53K	Hold	893	–	–	0.02%	432
2019 Q3	$55K	Hold	893	–	–	0.02%	434
2019 Q2	$53K	Sell	893 -63	-7%	-$3.75K	0.02%	402
2019 Q1	$57K	Sell	956 -64	-6%	-$3.58K	0.02%	368
2018 Q4	$53K	Buy	+1,020	New	+$54.9K	0.03%	376

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

FinTrust Capital Advisors's PEG Position: Q3 2024 in Review

FinTrust Capital Advisors held its Public Service Enterprise Group (PEG) position steady in Q3 2024 at 672 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #530.

FinTrust Capital Advisors first reported a position in PEG in Q4 2018 and has held it in 24 quarters since. The position peaked at $72K in Q1 2022. 1,172 funds tracked by Wall St. Rank hold PEG as of Q3 2024.

FinTrust Capital Advisors held 672 shares of Public Service Enterprise Group worth $60K as of Q3 2024.
FinTrust Capital Advisors left its Public Service Enterprise Group share count unchanged in Q3 2024.
Public Service Enterprise Group made up 0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #530 holding.
FinTrust Capital Advisors first reported a position in Public Service Enterprise Group in Q4 2018 and has held it in 24 quarters since.
FinTrust Capital Advisors's Public Service Enterprise Group position peaked at $72K in Q1 2022.
1,172 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.