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Energy Recovery shares owned by Mission Wealth Management

Quarter-by-quarter ownership of Energy Recovery (ERII) shares owned by Mission Wealth Management from 13F filings

Historical chart of Mission Wealth Management investment in Energy Recovery

Tip: Access up to 7 years of quarterly data

All positions including Energy Recovery held by Mission Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Energy Recovery by Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $774k 45k 17.39
2024-06-30 $591k 45k 13.29
2024-03-31 $703k 45k 15.79

More positions owned by Mission Wealth Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Index Fds Total Stk Mkt (VTI)
NVIDIA Corporation (NVDA)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Msci Usa Esg Slc (SUSA)
The Trade Desk Com Cl A (TTD)
Amazon (AMZN)

View all positions for Mission Wealth Management

Top funds holding Energy Recovery

BlackRock
BlackRock
Brown Capital Management
Vanguard Group
Diamond Hill Capital Management
State Street Corporation
Geode Capital Management
KBC Group NV
Avenir Corporation
Falcon Edge Capital
Morgan Stanley
Baillie Gifford & Co
Invesco
Dimensional Fund Advisors
Goldman Sachs Group

View all funds holding Energy Recovery