Wipfli Financial Advisors’s Middlesex Water MSEX Stock Holding History

Wipfli Financial 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
2022 Q3	$52K	Buy	+671	New	+$60.1K	﹤0.01%	1057

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

Wipfli Financial Advisors's MSEX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Middlesex Water (MSEX) in Q3 2022: 671 shares worth $52K. The stake represents ﹤0.01% of the portfolio and ranks #1057 among its holdings.

198 funds tracked by Wall St. Rank hold MSEX as of Q3 2022.

Wipfli Financial Advisors held 671 shares of Middlesex Water worth $52K as of Q3 2022.
Middlesex Water was a new Wipfli Financial Advisors position in Q3 2022.
Middlesex Water made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1057 holding.
198 funds tracked by Wall St. Rank held Middlesex Water as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.