ACG Wealth’s Essential Utilities WTRG Stock Holding History

ACG Wealth’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	-900	Closed	-$41K	–	1020
2022 Q2	$41K	Buy	+900	New	+$41.8K	0.01%	464

Other funds holding WTRG

BlackRock New York $5.72T AUM 30.48% 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 $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PAMS

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ACG Wealth's WTRG Position: Q3 2022 in Review

ACG Wealth sold out of Essential Utilities (WTRG) in Q3 2022, closing a stake of 900 shares — an estimated $41K sold.

ACG Wealth first reported a position in WTRG in Q2 2022 and held it in 1 quarter. The position peaked at $41K in Q2 2022. 636 funds tracked by Wall St. Rank hold WTRG as of Q3 2022.

ACG Wealth reported no remaining Essential Utilities position as of Q3 2022 after selling out during the quarter.
ACG Wealth sold 900 Essential Utilities shares in Q3 2022, an estimated $41K.
ACG Wealth first reported a position in Essential Utilities in Q2 2022 and held it in 1 quarter.
ACG Wealth's Essential Utilities position peaked at $41K in Q2 2022.
636 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2022.

Based on ACG Wealth's 13F filing for Q3 2022, filed 3 Nov 2022.