1834 Investment Advisors’s Essential Utilities WTRG Stock Holding History

1834 Investment Advisors’s Portfolio WTRG Stock Details WTRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-696	Closed	-$32K	–	455
2022 Q2	$32K	Hold	696	–	–	﹤0.01%	306
2022 Q1	$36K	Hold	696	–	–	﹤0.01%	268
2021 Q4	$37K	Hold	696	–	–	﹤0.01%	281
2021 Q3	$32K	Hold	696	–	–	﹤0.01%	298
2021 Q2	$32K	Hold	696	–	–	﹤0.01%	310
2021 Q1	$31K	Hold	696	–	–	﹤0.01%	295
2020 Q4	$33K	Hold	696	–	–	﹤0.01%	285
2020 Q3	$28K	Hold	696	–	–	﹤0.01%	291
2020 Q2	$29K	Hold	696	–	–	﹤0.01%	275
2020 Q1	$28K	Hold	696	–	–	0.01%	285
2019 Q4	$33K	Hold	696	–	–	0.01%	297
2019 Q3	$31K	Buy	+696	New	+$29.9K	﹤0.01%	303

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

1834 Investment Advisors's WTRG Position: Q3 2022 in Review

1834 Investment Advisors sold out of Essential Utilities (WTRG) in Q3 2022, closing a stake of 696 shares — an estimated $32K sold.

1834 Investment Advisors first reported a position in WTRG in Q3 2019 and held it in 12 quarters. The position peaked at $37K in Q4 2021. 637 funds tracked by Wall St. Rank hold WTRG as of Q3 2022.

1834 Investment Advisors reported no remaining Essential Utilities position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 696 Essential Utilities shares in Q3 2022, an estimated $32K.
1834 Investment Advisors first reported a position in Essential Utilities in Q3 2019 and held it in 12 quarters.
1834 Investment Advisors's Essential Utilities position peaked at $37K in Q4 2021.
637 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.