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ICA Group Wealth Management’s Public Service Enterprise Group PEG Stock Holding History

ICA Group Wealth Management’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
-400
Closed -$26.7K – 1165
2024
Q1 		$26.7K Hold
400
– – 0.01% 689
2023
Q4 		$24.5K Buy
+400
New +$24.6K 0.01% 672
2023
Q3 		– Sell
-408
Closed -$25.5K – 929
2023
Q2 		$25.5K Sell
408
-92
-18% -$5.74K 0.01% 635
2023
Q1 		$31.2K Hold
500
– – 0.01% 566
2022
Q4 		$30.6K Buy
+500
New +$29K 0.01% 607

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ICA Group Wealth Management's PEG Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Public Service Enterprise Group (PEG) in Q2 2024, closing a stake of 400 shares — an estimated $26.7K sold.

ICA Group Wealth Management first reported a position in PEG in Q4 2022 and held it in 5 quarters. The position peaked at $31.2K in Q1 2023. 1,079 funds tracked by Wall St. Rank hold PEG as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Public Service Enterprise Group position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 400 Public Service Enterprise Group shares in Q2 2024, an estimated $26.7K.
  • ICA Group Wealth Management first reported a position in Public Service Enterprise Group in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Public Service Enterprise Group position peaked at $31.2K in Q1 2023.
  • 1,079 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.