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

Pacific Capital 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
Q4 		– Sell
-22
Closed -$1.96K – 460
2024
Q3 		$1.96K Buy
+22
New +$1.76K ﹤0.01% 402

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JP Morgan Chase
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Bank of America
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Geode Capital Management
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Legal & General Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Pacific Capital Wealth Advisors's PEG Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Public Service Enterprise Group (PEG) in Q4 2024, closing a stake of 22 shares — an estimated $1.96K sold.

Pacific Capital Wealth Advisors first reported a position in PEG in Q3 2024 and held it in 1 quarter. The position peaked at $1.96K in Q3 2024. 1,243 funds tracked by Wall St. Rank hold PEG as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Public Service Enterprise Group position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 22 Public Service Enterprise Group shares in Q4 2024, an estimated $1.96K.
  • Pacific Capital Wealth Advisors first reported a position in Public Service Enterprise Group in Q3 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Public Service Enterprise Group position peaked at $1.96K in Q3 2024.
  • 1,243 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.