TRUE Private Wealth Advisors’s Eversource Energy ES Stock Holding History

TRUE Private Wealth Advisors’s Portfolio ES Stock Details ES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-141	Closed	-$12K	–	384
2020 Q4	$12K	Hold	141	–	–	﹤0.01%	514
2020 Q3	$11K	Hold	141	–	–	﹤0.01%	477
2020 Q2	$11K	Hold	141	–	–	﹤0.01%	472
2020 Q1	$11K	Hold	141	–	–	﹤0.01%	433
2019 Q4	$11K	Buy	+141	New	+$11.7K	﹤0.01%	581
2019 Q3	–	Sell	-141	Closed	-$10K	–	380
2019 Q2	$10K	Buy	+141	New	+$10.3K	﹤0.01%	545
2018 Q4	–	Sell	-181	Closed	-$11.1K	–	449
2018 Q3	$11.1K	Buy	+181	New	+$11.1K	﹤0.01%	735

Other funds holding ES

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

TRUE Private Wealth Advisors's ES Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Eversource Energy (ES) in Q1 2021, closing a stake of 141 shares — an estimated $12K sold.

TRUE Private Wealth Advisors first reported a position in ES in Q3 2018 and held it in 7 quarters. The position peaked at $12K in Q4 2020. 786 funds tracked by Wall St. Rank hold ES as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Eversource Energy position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 141 Eversource Energy shares in Q1 2021, an estimated $12K.
TRUE Private Wealth Advisors first reported a position in Eversource Energy in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Eversource Energy position peaked at $12K in Q4 2020.
786 funds tracked by Wall St. Rank held Eversource Energy as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.