FAG
PEG icon

Fortitude Advisory Group’s Public Service Enterprise Group PEG Stock Holding History

Fortitude Advisory Group’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
Q1 		– Sell
-3,492
Closed -$214K – 232
2023
Q4 		$214K Buy
+3,492
New +$215K 0.13% 181
2023
Q3 		– Sell
-3,433
Closed -$215K – 217
2023
Q2 		$215K Sell
3,433
-465
-12% -$29K 0.16% 171
2023
Q1 		$243K Sell
3,898
-40
-1% -$2.42K 0.19% 151
2022
Q4 		$241K Buy
3,938
+71
+2% +$4.12K 0.21% 152
2022
Q3 		$217K Sell
3,867
-16
-0.4% -$1.03K 0.21% 153
2022
Q2 		$246K Hold
3,883
– – 0.23% 139
2022
Q1 		$272K Buy
3,883
+25
+0.6% +$1.66K 0.15% 141
2021
Q4 		$257K Buy
+3,858
New +$244K 0.13% 154

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return