Price Wealth’s Eversource Energy ES Stock Holding History

Price Wealth’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
2020 Q2	–	Sell	-89	Closed	-$7K	–	451
2020 Q1	$7K	Buy	89 +74	+493%	+$6.49K	﹤0.01%	180
2019 Q4	$1K	Buy	+15	New	+$1.25K	﹤0.01%	299

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

MAM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Price Wealth's ES Position: Q2 2020 in Review

Price Wealth sold out of Eversource Energy (ES) in Q2 2020, closing a stake of 89 shares — an estimated $7K sold.

Price Wealth first reported a position in ES in Q4 2019 and held it in 2 quarters. The position peaked at $7K in Q1 2020. 743 funds tracked by Wall St. Rank hold ES as of Q2 2020.

Price Wealth reported no remaining Eversource Energy position as of Q2 2020 after selling out during the quarter.
Price Wealth sold 89 Eversource Energy shares in Q2 2020, an estimated $7K.
Price Wealth first reported a position in Eversource Energy in Q4 2019 and held it in 2 quarters.
Price Wealth's Eversource Energy position peaked at $7K in Q1 2020.
743 funds tracked by Wall St. Rank held Eversource Energy as of Q2 2020.

Based on Price Wealth's 13F filing for Q2 2020, filed 21 Jul 2020.