Aaron Wealth Advisors’s Middlesex Water MSEX Stock Holding History

Aaron Wealth Advisors’s Portfolio MSEX Stock Details MSEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-45,223	Closed	-$430K	–	594
2022 Q1	$430K	Buy	+45,223	New	+$4.61M	0.01%	554

Other funds holding MSEX

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Aaron Wealth Advisors's MSEX Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of Middlesex Water (MSEX) in Q2 2022, closing a stake of 45,223 shares — an estimated $430K sold.

Aaron Wealth Advisors first reported a position in MSEX in Q1 2022 and held it in 1 quarter. The position peaked at $430K in Q1 2022. 207 funds tracked by Wall St. Rank hold MSEX as of Q2 2022.

Aaron Wealth Advisors reported no remaining Middlesex Water position as of Q2 2022 after selling out during the quarter.
Aaron Wealth Advisors sold 45,223 Middlesex Water shares in Q2 2022, an estimated $430K.
Aaron Wealth Advisors first reported a position in Middlesex Water in Q1 2022 and held it in 1 quarter.
Aaron Wealth Advisors's Middlesex Water position peaked at $430K in Q1 2022.
207 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.