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

Point View 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
2020 Q4	$327K	Hold	5,607	–	–	0.13%	195
2020 Q3	$308K	Hold	5,607	–	–	0.15%	191
2020 Q2	$276K	Sell	5,607 -97	-2%	-$4.83K	0.13%	196
2020 Q1	$256K	Sell	5,704 -99	-2%	-$5.35K	0.14%	187
2019 Q4	$343K	Buy	5,803 +81	+1%	+$4.91K	0.14%	193
2019 Q3	$355K	Buy	5,722 +1,136	+25%	+$67.8K	0.16%	175
2019 Q2	$270K	Hold	4,586	–	–	0.11%	208
2019 Q1	$272K	Buy	4,586 +258	+6%	+$14.4K	0.12%	203
2018 Q4	$225K	Hold	4,328	–	–	0.11%	207
2018 Q3	$228K	Hold	4,328	–	–	0.1%	228
2018 Q2	$234K	Buy	4,328 +1	+0%	+$51	0.11%	219
2018 Q1	$217K	Sell	4,327 -19	-0.4%	-$933	0.1%	223
2017 Q4	$224K	Hold	4,346	–	–	0.11%	217
2017 Q3	$201K	Buy	+4,346	New	+$197K	0.1%	233

Other funds holding PEG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

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

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

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

Point View Wealth Management's PEG Position: Q4 2020 in Review

Point View Wealth Management held its Public Service Enterprise Group (PEG) position steady in Q4 2020 at 5,607 shares worth $327K. The position accounts for 0.13% of the portfolio, ranked #195.

Point View Wealth Management first reported a position in PEG in Q3 2017 and has held it in 14 quarters since. The position peaked at $355K in Q3 2019. 891 funds tracked by Wall St. Rank hold PEG as of Q4 2020.

Point View Wealth Management held 5,607 shares of Public Service Enterprise Group worth $327K as of Q4 2020.
Point View Wealth Management left its Public Service Enterprise Group share count unchanged in Q4 2020.
Public Service Enterprise Group made up 0.13% of Point View Wealth Management's portfolio in Q4 2020, its #195 holding.
Point View Wealth Management first reported a position in Public Service Enterprise Group in Q3 2017 and has held it in 14 quarters since.
Point View Wealth Management's Public Service Enterprise Group position peaked at $355K in Q3 2019.
891 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.