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

Wealth Management 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
2022
Q3 		– Sell
-3,201
Closed -$203K – 94
2022
Q2 		$203K Buy
3,201
+7
+0.2% +$476 0.11% 87
2022
Q1 		$224K Buy
3,194
+19
+0.6% +$1.26K 0.12% 101
2021
Q4 		$212K Buy
+3,175
New +$201K 0.11% 113

Other funds holding PEG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealth Management Solutions's PEG Position: Q3 2022 in Review

Wealth Management Solutions sold out of Public Service Enterprise Group (PEG) in Q3 2022, closing a stake of 3,201 shares — an estimated $203K sold.

Wealth Management Solutions first reported a position in PEG in Q4 2021 and held it in 3 quarters. The position peaked at $224K in Q1 2022. 906 funds tracked by Wall St. Rank hold PEG as of Q3 2022.

  • Wealth Management Solutions reported no remaining Public Service Enterprise Group position as of Q3 2022 after selling out during the quarter.
  • Wealth Management Solutions sold 3,201 Public Service Enterprise Group shares in Q3 2022, an estimated $203K.
  • Wealth Management Solutions first reported a position in Public Service Enterprise Group in Q4 2021 and held it in 3 quarters.
  • Wealth Management Solutions's Public Service Enterprise Group position peaked at $224K in Q1 2022.
  • 906 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q3 2022.

Based on Wealth Management Solutions's 13F filing for Q3 2022, filed 7 Nov 2022.