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3Chopt Investment Partners’s Essential Utilities WTRG Stock Holding History

3Chopt Investment Partners’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
2023
Q1 		– Sell
-1,102
Closed -$52.6K – 261
2022
Q4 		$52.6K Buy
+1,102
New +$49.9K 0.03% 195

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PAMS
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Invesco
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3Chopt Investment Partners's WTRG Position: Q1 2023 in Review

3Chopt Investment Partners sold out of Essential Utilities (WTRG) in Q1 2023, closing a stake of 1,102 shares — an estimated $52.6K sold.

3Chopt Investment Partners first reported a position in WTRG in Q4 2022 and held it in 1 quarter. The position peaked at $52.6K in Q4 2022. 648 funds tracked by Wall St. Rank hold WTRG as of Q1 2023.

  • 3Chopt Investment Partners reported no remaining Essential Utilities position as of Q1 2023 after selling out during the quarter.
  • 3Chopt Investment Partners sold 1,102 Essential Utilities shares in Q1 2023, an estimated $52.6K.
  • 3Chopt Investment Partners first reported a position in Essential Utilities in Q4 2022 and held it in 1 quarter.
  • 3Chopt Investment Partners's Essential Utilities position peaked at $52.6K in Q4 2022.
  • 648 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2023.

Based on 3Chopt Investment Partners's 13F filing for Q1 2023, filed 23 May 2023.