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

TFO 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
2024
Q1 		– Sell
-3
Closed -$183 – 893
2023
Q4 		$183 Hold
3
– – ﹤0.01% 667
2023
Q3 		$188 Buy
+3
New +$184 ﹤0.01% 827
2023
Q2 		– Sell
-600
Closed -$37.5K – 837
2023
Q1 		$37.5K Buy
600
+585
+3,900% +$35.4K 0.01% 75
2022
Q4 		$1.49K Sell
15
-585
-98% -$34K ﹤0.01% 294
2022
Q3 		$34K Sell
600
-19
-3% -$1.22K 0.01% 61
2022
Q2 		$39K Buy
+619
New +$42.1K 0.01% 71

Other funds holding PEG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TFO Wealth Partners's PEG Position: Q1 2024 in Review

TFO Wealth Partners sold out of Public Service Enterprise Group (PEG) in Q1 2024, closing a stake of 3 shares — an estimated $183 sold.

TFO Wealth Partners first reported a position in PEG in Q2 2022 and held it in 6 quarters. The position peaked at $39K in Q2 2022. 1,020 funds tracked by Wall St. Rank hold PEG as of Q1 2024.

  • TFO Wealth Partners reported no remaining Public Service Enterprise Group position as of Q1 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 Public Service Enterprise Group shares in Q1 2024, an estimated $183.
  • TFO Wealth Partners first reported a position in Public Service Enterprise Group in Q2 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Public Service Enterprise Group position peaked at $39K in Q2 2022.
  • 1,020 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.