SWP
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ShoreHaven Wealth Partners’s Public Service Enterprise Group PEG Stock Holding History

ShoreHaven Wealth Partners’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
2021
Q2 		– Sell
-2,704
Closed -$163K – 199
2021
Q1 		$163K Buy
2,704
+15
+0.6% +$865 0.09% 63
2020
Q4 		$156K Buy
+2,689
New +$157K 0.09% 55

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Capital Research Global Investors
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Geode Capital Management
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
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Nordea Investment Management
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Legal & General Group
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ShoreHaven Wealth Partners's PEG Position: Q2 2021 in Review

ShoreHaven Wealth Partners sold out of Public Service Enterprise Group (PEG) in Q2 2021, closing a stake of 2,704 shares — an estimated $163K sold.

ShoreHaven Wealth Partners first reported a position in PEG in Q4 2020 and held it in 2 quarters. The position peaked at $163K in Q1 2021. 871 funds tracked by Wall St. Rank hold PEG as of Q2 2021.

  • ShoreHaven Wealth Partners reported no remaining Public Service Enterprise Group position as of Q2 2021 after selling out during the quarter.
  • ShoreHaven Wealth Partners sold 2,704 Public Service Enterprise Group shares in Q2 2021, an estimated $163K.
  • ShoreHaven Wealth Partners first reported a position in Public Service Enterprise Group in Q4 2020 and held it in 2 quarters.
  • ShoreHaven Wealth Partners's Public Service Enterprise Group position peaked at $163K in Q1 2021.
  • 871 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q2 2021.

Based on ShoreHaven Wealth Partners's 13F filing for Q2 2021, filed 16 Aug 2021.