SYSTM Wealth Solutions’s Public Service Enterprise Group PEG Stock Holding History

SYSTM Wealth Solutions’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 Q3	–	Sell	-32,701	Closed	-$2.41M	–	478
2024 Q2	$2.41M	Sell	32,701 -5,588	-15%	-$397K	0.54%	62
2024 Q1	$2.56M	Buy	38,289 +12,171	+47%	+$745K	0.32%	90
2023 Q4	$1.6M	Buy	26,118 +1,241	+5%	+$76.3K	0.22%	135
2023 Q3	$1.42M	Buy	24,877 +6,300	+34%	+$387K	0.22%	127
2023 Q2	$1.16M	Buy	18,577 +8,229	+80%	+$514K	0.16%	178
2023 Q1	$646K	Sell	10,348 -6,163	-37%	-$373K	0.1%	250
2022 Q4	$1.01M	Buy	+16,511	New	+$958K	0.13%	207

Other funds holding PEG

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

BlackRock New York $5.72T AUM 30.48% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SYSTM Wealth Solutions's PEG Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Public Service Enterprise Group (PEG) in Q3 2024, closing a stake of 32,701 shares — an estimated $2.41M sold.

SYSTM Wealth Solutions first reported a position in PEG in Q4 2022 and held it in 7 quarters. The position peaked at $2.56M in Q1 2024. 1,171 funds tracked by Wall St. Rank hold PEG as of Q3 2024.

SYSTM Wealth Solutions reported no remaining Public Service Enterprise Group position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 32,701 Public Service Enterprise Group shares in Q3 2024, an estimated $2.41M.
SYSTM Wealth Solutions first reported a position in Public Service Enterprise Group in Q4 2022 and held it in 7 quarters.
SYSTM Wealth Solutions's Public Service Enterprise Group position peaked at $2.56M in Q1 2024.
1,171 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.