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	–	215
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	–	–	0.22%	139
2022 Q1	$272K	Buy	3,883 +25	+0.6%	+$1.66K	0.14%	141
2021 Q4	$257K	Buy	+3,858	New	+$244K	0.13%	154

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fortitude Advisory Group's PEG Position: Q1 2024 in Review

Fortitude Advisory Group sold out of Public Service Enterprise Group (PEG) in Q1 2024, closing a stake of 3,492 shares — an estimated $214K sold.

Fortitude Advisory Group first reported a position in PEG in Q4 2021 and held it in 8 quarters. The position peaked at $272K in Q1 2022. 1,020 funds tracked by Wall St. Rank hold PEG as of Q1 2024.

Fortitude Advisory Group reported no remaining Public Service Enterprise Group position as of Q1 2024 after selling out during the quarter.
Fortitude Advisory Group sold 3,492 Public Service Enterprise Group shares in Q1 2024, an estimated $214K.
Fortitude Advisory Group first reported a position in Public Service Enterprise Group in Q4 2021 and held it in 8 quarters.
Fortitude Advisory Group's Public Service Enterprise Group position peaked at $272K in Q1 2022.
1,020 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2024.

Based on Fortitude Advisory Group's 13F filing for Q1 2024, filed 2 May 2024.