Reilly Financial Advisors’s Energous WATT Stock Holding History

Reilly 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
2021 Q1	–	Hold	0	–	–	–	1053
2020 Q4	–	Hold	0	–	–	–	929
2020 Q3	–	Hold	0	–	–	–	943
2020 Q2	–	Hold	0	–	–	–	966
2020 Q1	–	Hold	0	–	–	–	948
2019 Q4	–	Hold	0	–	–	–	933
2019 Q3	–	Hold	0	–	–	–	979
2019 Q2	–	Hold	0	–	–	–	1013
2019 Q1	–	Hold	0	–	–	–	999
2018 Q4	–	Hold	0	–	–	–	1030
2018 Q3	–	Hold	0	–	–	–	987
2018 Q2	–	Hold	0	–	–	–	970
2018 Q1	–	Hold	0	–	–	–	944
2017 Q4	–	Hold	0	–	–	–	942
2017 Q3	–	Hold	0	–	–	–	973
2017 Q2	–	Hold	0	–	–	–	921
2017 Q1	–	Hold	0	–	–	–	894
2016 Q4	–	Hold	0	–	–	–	811
2016 Q3	–	Hold	0	–	–	–	810
2016 Q2	–	Hold	0	–	–	–	777
2016 Q1	–	Hold	0	–	–	–	1138
2015 Q4	–	Hold	0	–	–	–	1400
2015 Q3	–	Hold	0	–	–	–	1397
2015 Q2	–	Hold	0	–	–	–	1433
2015 Q1	–	Hold	0	–	–	–	1243

Other funds holding WATT

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

Susquehanna International Group

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

California Public Employees Retirement System

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return