Total Clarity Wealth Management’s Middlesex Water MSEX Stock Holding History

Total Clarity Wealth Management’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
2022 Q3	–	Sell	-750	Closed	-$66K	–	694
2022 Q2	$66K	Buy	+750	New	+$67.2K	0.03%	374
2022 Q1	–	Sell	-750	Closed	-$90K	–	641
2021 Q4	$90K	Hold	750	–	–	0.04%	330
2021 Q3	$77K	Buy	+750	New	+$77K	0.04%	340
2021 Q2	–	Sell	-750	Closed	-$59K	–	528
2021 Q1	$59K	Buy	+750	New	+$56.8K	0.03%	316
2020 Q1	–	Sell	-750	Closed	-$48K	–	421
2019 Q4	$48K	Buy	+750	New	+$47.5K	0.04%	269

Other funds holding MSEX

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

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

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

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

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

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

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

Total Clarity Wealth Management's MSEX Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Middlesex Water (MSEX) in Q3 2022, closing a stake of 750 shares — an estimated $66K sold.

Total Clarity Wealth Management first reported a position in MSEX in Q4 2019 and held it in 5 quarters. The position peaked at $90K in Q4 2021. 198 funds tracked by Wall St. Rank hold MSEX as of Q3 2022.

Total Clarity Wealth Management reported no remaining Middlesex Water position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 750 Middlesex Water shares in Q3 2022, an estimated $66K.
Total Clarity Wealth Management first reported a position in Middlesex Water in Q4 2019 and held it in 5 quarters.
Total Clarity Wealth Management's Middlesex Water position peaked at $90K in Q4 2021.
198 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.