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

Tradition 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
2024 Q1	–	Sell	-543	Closed	-$33K	–	952
2023 Q4	$33K	Sell	543 -3	-0.5%	-$184	﹤0.01%	723
2023 Q3	$31K	Sell	546 -57	-9%	-$3.5K	﹤0.01%	731
2023 Q2	$38K	Buy	603 +7	+1%	+$437	﹤0.01%	705
2023 Q1	$37K	Buy	596 +54	+10%	+$3.27K	﹤0.01%	697
2022 Q4	$33K	Buy	542 +7	+1%	+$406	﹤0.01%	636
2022 Q3	$30K	Buy	535 +10	+2%	+$644	﹤0.01%	655
2022 Q2	$33K	Buy	+525	New	+$35.7K	﹤0.01%	547

Other funds holding PEG

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Tradition Wealth Management's PEG Position: Q1 2024 in Review

Tradition Wealth Management sold out of Public Service Enterprise Group (PEG) in Q1 2024, closing a stake of 543 shares — an estimated $33K sold.

Tradition Wealth Management first reported a position in PEG in Q2 2022 and held it in 7 quarters. The position peaked at $38K in Q2 2023. 1,020 funds tracked by Wall St. Rank hold PEG as of Q1 2024.

Tradition Wealth Management reported no remaining Public Service Enterprise Group position as of Q1 2024 after selling out during the quarter.
Tradition Wealth Management sold 543 Public Service Enterprise Group shares in Q1 2024, an estimated $33K.
Tradition Wealth Management first reported a position in Public Service Enterprise Group in Q2 2022 and held it in 7 quarters.
Tradition Wealth Management's Public Service Enterprise Group position peaked at $38K in Q2 2023.
1,020 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.