Raffa Wealth Management’s Middlesex Water MSEX Stock Holding History

Raffa Wealth Management’s Portfolio MSEX Stock Details MSEX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-9	Closed	-$695	–	1121
2022 Q3	$695	Sell	9 -5	-36%	-$448	﹤0.01%	923
2022 Q2	$1.23K	Hold	14	–	–	﹤0.01%	750
2022 Q1	$1.47K	Hold	14	–	–	﹤0.01%	728
2021 Q4	$1.68K	Hold	14	–	–	﹤0.01%	708
2021 Q3	$1.44K	Hold	14	–	–	﹤0.01%	708
2021 Q2	$1.14K	Hold	14	–	–	﹤0.01%	784
2021 Q1	$1.11K	Hold	14	–	–	﹤0.01%	791
2020 Q4	$1.01K	Hold	14	–	–	﹤0.01%	742
2020 Q3	$870	Hold	14	–	–	﹤0.01%	710
2020 Q2	$941	Buy	14 +9	+180%	+$570	﹤0.01%	674
2020 Q1	$301	Buy	+5	New	+$316	﹤0.01%	812

Other funds holding MSEX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Raffa Wealth Management's MSEX Position: Q4 2022 in Review

Raffa Wealth Management sold out of Middlesex Water (MSEX) in Q4 2022, closing a stake of 9 shares — an estimated $695 sold.

Raffa Wealth Management first reported a position in MSEX in Q1 2020 and held it in 11 quarters. The position peaked at $1.68K in Q4 2021. 202 funds tracked by Wall St. Rank hold MSEX as of Q4 2022.

Raffa Wealth Management reported no remaining Middlesex Water position as of Q4 2022 after selling out during the quarter.
Raffa Wealth Management sold 9 Middlesex Water shares in Q4 2022, an estimated $695.
Raffa Wealth Management first reported a position in Middlesex Water in Q1 2020 and held it in 11 quarters.
Raffa Wealth Management's Middlesex Water position peaked at $1.68K in Q4 2021.
202 funds tracked by Wall St. Rank held Middlesex Water as of Q4 2022.

Based on Raffa Wealth Management's 13F filing for Q4 2022, filed 27 Jul 2026.