Altavista Wealth Management’s Eversource Energy ES Stock Holding History

Altavista Wealth Management’s Portfolio ES Stock Details ES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$392K	Hold	4,307	–	–	0.08%	140
2021 Q3	$352K	Hold	4,307	–	–	0.08%	140
2021 Q2	$346K	Hold	4,307	–	–	0.08%	144
2021 Q1	$373K	Sell	4,307 -220	-5%	-$18.7K	0.09%	130
2020 Q4	$392K	Hold	4,527	–	–	0.1%	128
2020 Q3	$378K	Hold	4,527	–	–	0.1%	125
2020 Q2	$377K	Hold	4,527	–	–	0.11%	116
2020 Q1	$354K	Buy	4,527 +1,367	+43%	+$120K	0.12%	113
2019 Q4	$269K	Sell	3,160 -1,667	-35%	-$139K	0.08%	145
2019 Q3	$413K	Hold	4,827	–	–	0.13%	111
2019 Q2	$366K	Hold	4,827	–	–	0.12%	114
2019 Q1	$342K	Hold	4,827	–	–	0.12%	117
2018 Q4	$314K	Hold	4,827	–	–	0.13%	117
2018 Q3	$297K	Hold	4,827	–	–	0.11%	125
2018 Q2	$283K	Hold	4,827	–	–	0.11%	124
2018 Q1	$284K	Buy	+4,827	New	+$286K	0.12%	123

Other funds holding ES

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Altavista Wealth Management's ES Position: Q4 2021 in Review

Altavista Wealth Management held its Eversource Energy (ES) position steady in Q4 2021 at 4,307 shares worth $392K. The position accounts for 0.08% of the portfolio, ranked #140.

Altavista Wealth Management first reported a position in ES in Q1 2018 and has held it in 16 quarters since. The position peaked at $413K in Q3 2019. 812 funds tracked by Wall St. Rank hold ES as of Q4 2021.

Altavista Wealth Management held 4,307 shares of Eversource Energy worth $392K as of Q4 2021.
Altavista Wealth Management left its Eversource Energy share count unchanged in Q4 2021.
Eversource Energy made up 0.08% of Altavista Wealth Management's portfolio in Q4 2021, its #140 holding.
Altavista Wealth Management first reported a position in Eversource Energy in Q1 2018 and has held it in 16 quarters since.
Altavista Wealth Management's Eversource Energy position peaked at $413K in Q3 2019.
812 funds tracked by Wall St. Rank held Eversource Energy as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.