CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Energous WATT Stock Holding History

CAPTRUST Financial Advisors’s Portfolio WATT Stock Details WATT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-2
Closed -$1K – 4046
2022
Q2 		$1K Hold
2
– – ﹤0.01% 4764
2022
Q1 		$1K Hold
2
– – ﹤0.01% 4765
2021
Q4 		$1K Hold
2
– – ﹤0.01% 4643
2021
Q3 		$2K Hold
2
– – ﹤0.01% 4309
2021
Q2 		$3K Buy
+2
New +$3.63K ﹤0.01% 4066
2021
Q1 		– Hold
0
– – – 4480
2020
Q4 		– Hold
0
– – – 3524
2020
Q3 		– Hold
0
– – – 3258
2020
Q2 		– Hold
0
– – – 2904

Other funds holding WATT

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CAPTRUST Financial Advisors's WATT Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Energous (WATT) in Q3 2022, closing a stake of 2 shares — an estimated $1K sold.

CAPTRUST Financial Advisors first reported a position in WATT in Q2 2021 and held it in 5 quarters. The position peaked at $3K in Q2 2021. 61 funds tracked by Wall St. Rank hold WATT as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Energous position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 2 Energous shares in Q3 2022, an estimated $1K.
  • CAPTRUST Financial Advisors first reported a position in Energous in Q2 2021 and held it in 5 quarters.
  • CAPTRUST Financial Advisors's Energous position peaked at $3K in Q2 2021.
  • 61 funds tracked by Wall St. Rank held Energous as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.