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Sequoia Financial Advisors’s Middlesex Water MSEX Stock Holding History

Sequoia Financial Advisors’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
2024
Q2 		– Sell
-5,074
Closed -$266K – 1269
2024
Q1 		$266K Buy
+5,074
New +$281K ﹤0.01% 917

Other funds holding MSEX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Sequoia Financial Advisors's MSEX Position: Q2 2024 in Review

Sequoia Financial Advisors sold out of Middlesex Water (MSEX) in Q2 2024, closing a stake of 5,074 shares — an estimated $266K sold.

Sequoia Financial Advisors first reported a position in MSEX in Q1 2024 and held it in 1 quarter. The position peaked at $266K in Q1 2024. 197 funds tracked by Wall St. Rank hold MSEX as of Q2 2024.

  • Sequoia Financial Advisors reported no remaining Middlesex Water position as of Q2 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 5,074 Middlesex Water shares in Q2 2024, an estimated $266K.
  • Sequoia Financial Advisors first reported a position in Middlesex Water in Q1 2024 and held it in 1 quarter.
  • Sequoia Financial Advisors's Middlesex Water position peaked at $266K in Q1 2024.
  • 197 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2024.

Based on Sequoia Financial Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.