TFO Wealth Partners’s Middlesex Water MSEX Stock Holding History

TFO Wealth Partners’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 Q1	–	Sell	-3	Closed	-$197	–	880
2023 Q4	$197	Hold	3	–	–	﹤0.01%	647
2023 Q3	$242	Buy	+3	New	+$231	﹤0.01%	733

Other funds holding MSEX

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

TFO Wealth Partners's MSEX Position: Q1 2024 in Review

TFO Wealth Partners sold out of Middlesex Water (MSEX) in Q1 2024, closing a stake of 3 shares — an estimated $197 sold.

TFO Wealth Partners first reported a position in MSEX in Q3 2023 and held it in 2 quarters. The position peaked at $242 in Q3 2023. 191 funds tracked by Wall St. Rank hold MSEX as of Q1 2024.

TFO Wealth Partners reported no remaining Middlesex Water position as of Q1 2024 after selling out during the quarter.
TFO Wealth Partners sold 3 Middlesex Water shares in Q1 2024, an estimated $197.
TFO Wealth Partners first reported a position in Middlesex Water in Q3 2023 and held it in 2 quarters.
TFO Wealth Partners's Middlesex Water position peaked at $242 in Q3 2023.
191 funds tracked by Wall St. Rank held Middlesex Water as of Q1 2024.

Based on TFO Wealth Partners's 13F filing for Q1 2024, filed 14 May 2024.