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Sutton Wealth Advisors’s Middlesex Water MSEX Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-373
Closed -$29.3K – 1270
2022
Q4 		$29.3K Hold
373
– – 0.01% 558
2022
Q3 		$28.8K Hold
373
– – 0.01% 539
2022
Q2 		$32.7K Buy
373
+294
+372% +$26.4K 0.01% 510
2022
Q1 		$8.31K Sell
79
-74
-48% -$7.54K ﹤0.01% 990
2021
Q4 		$18.4K Buy
153
+5
+3% +$531 0.01% 734
2021
Q3 		$15.2K Buy
+148
New +$15.2K 0.01% 779

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Sutton Wealth Advisors's MSEX Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Middlesex Water (MSEX) in Q1 2023, closing a stake of 373 shares — an estimated $29.3K sold.

Sutton Wealth Advisors first reported a position in MSEX in Q3 2021 and held it in 6 quarters. The position peaked at $32.7K in Q2 2022. 200 funds tracked by Wall St. Rank hold MSEX as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Middlesex Water position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 373 Middlesex Water shares in Q1 2023, an estimated $29.3K.
  • Sutton Wealth Advisors first reported a position in Middlesex Water in Q3 2021 and held it in 6 quarters.
  • Sutton Wealth Advisors's Middlesex Water position peaked at $32.7K in Q2 2022.
  • 200 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.