TWA
MSEX icon

TCI Wealth Advisors’s Middlesex Water MSEX Stock Holding History

TCI 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
Q2 		– Sell
-65
Closed -$5.08K – 1443
2023
Q1 		$5.08K Buy
+65
New +$5.24K ﹤0.01% 1516
2022
Q4 		– Sell
-56
Closed -$4K – 2600
2022
Q3 		$4K Hold
56
– – ﹤0.01% 1639
2022
Q2 		$5K Buy
+56
New +$5.02K ﹤0.01% 1511

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

TCI Wealth Advisors's MSEX Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Middlesex Water (MSEX) in Q2 2023, closing a stake of 65 shares — an estimated $5.08K sold.

TCI Wealth Advisors first reported a position in MSEX in Q2 2022 and held it in 3 quarters. The position peaked at $5.08K in Q1 2023. 185 funds tracked by Wall St. Rank hold MSEX as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Middlesex Water position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 65 Middlesex Water shares in Q2 2023, an estimated $5.08K.
  • TCI Wealth Advisors first reported a position in Middlesex Water in Q2 2022 and held it in 3 quarters.
  • TCI Wealth Advisors's Middlesex Water position peaked at $5.08K in Q1 2023.
  • 185 funds tracked by Wall St. Rank held Middlesex Water as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.