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J. Safra Asset Management’s Eversource Energy ES Stock Holding History

J. Safra Asset 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
2023
Q1 		– Sell
-121
Closed -$10K – 110
2022
Q4 		$10K Buy
+121
New +$9.6K ﹤0.01% 51

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State Street
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

J. Safra Asset Management's ES Position: Q1 2023 in Review

J. Safra Asset Management sold out of Eversource Energy (ES) in Q1 2023, closing a stake of 121 shares — an estimated $10K sold.

J. Safra Asset Management first reported a position in ES in Q4 2022 and held it in 1 quarter. The position peaked at $10K in Q4 2022. 863 funds tracked by Wall St. Rank hold ES as of Q1 2023.

  • J. Safra Asset Management reported no remaining Eversource Energy position as of Q1 2023 after selling out during the quarter.
  • J. Safra Asset Management sold 121 Eversource Energy shares in Q1 2023, an estimated $10K.
  • J. Safra Asset Management first reported a position in Eversource Energy in Q4 2022 and held it in 1 quarter.
  • J. Safra Asset Management's Eversource Energy position peaked at $10K in Q4 2022.
  • 863 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2023.

Based on J. Safra Asset Management's 13F filing for Q1 2023, filed 12 May 2023.