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FFT Wealth Management’s Eversource Energy ES Stock Holding History

FFT 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
Q3 		– Sell
-1,115
Closed -$89K – 151
2021
Q2 		$89K Buy
+1,115
New +$93.9K 0.02% 107

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MAM
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State Street
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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

FFT Wealth Management's ES Position: Q3 2021 in Review

FFT Wealth Management sold out of Eversource Energy (ES) in Q3 2021, closing a stake of 1,115 shares — an estimated $89K sold.

FFT Wealth Management first reported a position in ES in Q2 2021 and held it in 1 quarter. The position peaked at $89K in Q2 2021. 758 funds tracked by Wall St. Rank hold ES as of Q3 2021.

  • FFT Wealth Management reported no remaining Eversource Energy position as of Q3 2021 after selling out during the quarter.
  • FFT Wealth Management sold 1,115 Eversource Energy shares in Q3 2021, an estimated $89K.
  • FFT Wealth Management first reported a position in Eversource Energy in Q2 2021 and held it in 1 quarter.
  • FFT Wealth Management's Eversource Energy position peaked at $89K in Q2 2021.
  • 758 funds tracked by Wall St. Rank held Eversource Energy as of Q3 2021.

Based on FFT Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.