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

YorkBridge 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
2022
Q4 		$804K Sell
13,124
-4,879
-27% -$283K 0.2% 98
2022
Q3 		$1.01M Buy
18,003
+350
+2% +$22.5K 0.26% 79
2022
Q2 		$1.12M Sell
17,653
-1,084
-6% -$73.7K 0.29% 74
2022
Q1 		$1.31M Sell
18,737
-1,970
-10% -$130K 0.29% 71
2021
Q4 		$1.38M Sell
20,707
-1,064
-5% -$67.3K 0.31% 70
2021
Q3 		$1.33M Buy
21,771
+1,030
+5% +$64.3K 0.33% 71
2021
Q2 		$1.24M Buy
20,741
+603
+3% +$37.3K 0.32% 70
2021
Q1 		$1.21M Buy
20,138
+12,505
+164% +$721K 0.36% 66
2020
Q4 		$445K Buy
7,633
+222
+3% +$12.9K 0.15% 112
2020
Q3 		$407K Buy
7,411
+375
+5% +$19.9K 0.17% 106
2020
Q2 		$346K Buy
+7,036
New +$351K 0.16% 114
2019
Q3 		– Sell
-2,787
Closed -$164K – 514
2019
Q2 		$164K Sell
2,787
-95
-3% -$5.66K 0.07% 204
2019
Q1 		$171K Sell
2,882
-249
-8% -$13.9K 0.08% 180
2018
Q4 		$163K Sell
3,131
-141
-4% -$7.59K 0.09% 168
2018
Q3 		$172K Sell
3,272
-140
-4% -$7.31K 0.08% 187
2018
Q2 		$185K Hold
3,412
– – 0.08% 187
2018
Q1 		$169K Hold
3,412
– – 0.08% 199
2017
Q4 		$167K Sell
3,412
-77
-2% -$3.88K 0.08% 197
2017
Q3 		$161K Hold
3,489
– – 0.08% 203
2017
Q2 		$149K Buy
3,489
+424
+14% +$18.7K 0.08% 201
2017
Q1 		$134K Buy
3,065
+543
+22% +$24K 0.07% 206
2016
Q4 		$105K Buy
+2,522
New +$105K 0.06% 234

Other funds holding PEG

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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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

YorkBridge Wealth Partners's PEG Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Public Service Enterprise Group (PEG) stake by 27% in Q4 2022, selling an estimated $283K and leaving 13,124 shares worth $804K. The position accounts for 0.2% of the portfolio, ranked #98.

YorkBridge Wealth Partners first reported a position in PEG in Q4 2016 and has held it in 22 quarters since. The position peaked at $1.38M in Q4 2021. 943 funds tracked by Wall St. Rank hold PEG as of Q4 2022.

  • YorkBridge Wealth Partners held 13,124 shares of Public Service Enterprise Group worth $804K as of Q4 2022.
  • YorkBridge Wealth Partners sold 4,879 Public Service Enterprise Group shares in Q4 2022, an estimated $283K.
  • Public Service Enterprise Group made up 0.2% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #98 holding.
  • YorkBridge Wealth Partners first reported a position in Public Service Enterprise Group in Q4 2016 and has held it in 22 quarters since.
  • YorkBridge Wealth Partners's Public Service Enterprise Group position peaked at $1.38M in Q4 2021.
  • 943 funds tracked by Wall St. Rank held Public Service Enterprise Group as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.