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

Selective 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
2022 Q4	–	Sell	-2,000	Closed	-$112K	–	554
2022 Q3	$112K	Hold	2,000	–	–	0.05%	193
2022 Q2	$127K	Buy	2,000 +200	+11%	+$13.6K	0.05%	193
2022 Q1	$126K	Buy	1,800 +1,200	+200%	+$79.4K	0.05%	185
2021 Q4	$40K	Hold	600	–	–	0.02%	307
2021 Q3	$37K	Buy	600 +400	+200%	+$25K	0.02%	285
2021 Q2	$12K	Hold	200	–	–	0.01%	324
2021 Q1	$12K	Buy	+200	New	+$11.5K	0.01%	236

Other funds holding PEG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Selective Wealth Management's PEG Position: Q4 2022 in Review

Selective Wealth Management sold out of Public Service Enterprise Group (PEG) in Q4 2022, closing a stake of 2,000 shares — an estimated $112K sold.

Selective Wealth Management first reported a position in PEG in Q1 2021 and held it in 7 quarters. The position peaked at $127K in Q2 2022. 943 funds tracked by Wall St. Rank hold PEG as of Q4 2022.

Selective Wealth Management reported no remaining Public Service Enterprise Group position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 2,000 Public Service Enterprise Group shares in Q4 2022, an estimated $112K.
Selective Wealth Management first reported a position in Public Service Enterprise Group in Q1 2021 and held it in 7 quarters.
Selective Wealth Management's Public Service Enterprise Group position peaked at $127K in Q2 2022.
943 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.