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BDO Wealth Advisors’s Eversource Energy ES Stock Holding History

BDO Wealth Advisors’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
Q3 		– Sell
-300
Closed -$24K – 1067
2021
Q2 		$24K Hold
300
– – ﹤0.01% 586
2021
Q1 		$26K Buy
+300
New +$25.5K ﹤0.01% 567

Other funds holding ES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BDO Wealth Advisors's ES Position: Q3 2021 in Review

BDO Wealth Advisors sold out of Eversource Energy (ES) in Q3 2021, closing a stake of 300 shares — an estimated $24K sold.

BDO Wealth Advisors first reported a position in ES in Q1 2021 and held it in 2 quarters. The position peaked at $26K in Q1 2021. 758 funds tracked by Wall St. Rank hold ES as of Q3 2021.

  • BDO Wealth Advisors reported no remaining Eversource Energy position as of Q3 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 300 Eversource Energy shares in Q3 2021, an estimated $24K.
  • BDO Wealth Advisors first reported a position in Eversource Energy in Q1 2021 and held it in 2 quarters.
  • BDO Wealth Advisors's Eversource Energy position peaked at $26K in Q1 2021.
  • 758 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2021.

Based on BDO Wealth Advisors's 13F filing for Q3 2021, filed 9 Nov 2021.