1832 Asset Management’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-750
Closed -$38K 970
2022
Q1
$38K Buy
+750
New +$36.2K ﹤0.01% 806

Other funds holding WTRG

1832 Asset Management's WTRG Position: Q2 2022 in Review

1832 Asset Management sold out of Essential Utilities (WTRG) in Q2 2022, closing a stake of 750 shares — an estimated $38K sold.

1832 Asset Management first reported a position in WTRG in Q1 2022 and held it in 1 quarter. The position peaked at $38K in Q1 2022. 634 funds tracked by Wall St. Rank hold WTRG as of Q2 2022.

  • 1832 Asset Management reported no remaining Essential Utilities position as of Q2 2022 after selling out during the quarter.
  • 1832 Asset Management sold 750 Essential Utilities shares in Q2 2022, an estimated $38K.
  • 1832 Asset Management first reported a position in Essential Utilities in Q1 2022 and held it in 1 quarter.
  • 1832 Asset Management's Essential Utilities position peaked at $38K in Q1 2022.
  • 634 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2022.

Based on 1832 Asset Management's 13F filing for Q2 2022, filed 15 Aug 2022.