Advisor Partners’s Essential Utilities WTRG Stock Holding History

Advisor 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
2022 Q2	$205K	Buy	4,463 +134	+3%	+$6.22K	0.01%	779
2022 Q1	$221K	Sell	4,329 -523	-11%	-$25.2K	0.01%	787
2021 Q4	$261K	Buy	4,852 +56	+1%	+$2.72K	0.02%	729
2021 Q3	$221K	Buy	4,796 +147	+3%	+$7.12K	0.01%	738
2021 Q2	$212K	Sell	4,649 -141	-3%	-$6.62K	0.01%	782
2021 Q1	$214K	Sell	4,790 -289	-6%	-$13K	0.02%	752
2020 Q4	$240K	Buy	5,079 +71	+1%	+$3.15K	0.02%	653
2020 Q3	$202K	Sell	5,008 -230	-4%	-$9.88K	0.02%	625
2020 Q2	$221K	Buy	5,238 +107	+2%	+$4.52K	0.02%	604
2020 Q1	$208K	Buy	5,131 +405	+9%	+$19.1K	0.03%	541
2019 Q4	$231K	Sell	4,726 -36	-0.8%	-$1.62K	0.02%	562
2019 Q3	$213K	Buy	+4,762	New	+$204K	0.03%	601

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 $3.37T AUM 44.26% 1-Year Est. Return

PAMS

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

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

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

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

Advisor Partners's WTRG Position: Q2 2022 in Review

Advisor Partners increased its Essential Utilities (WTRG) stake by 3.1% in Q2 2022, buying an estimated $6.22K and bringing the position to 4,463 shares worth $205K. The position accounts for 0.01% of the portfolio, ranked #779.

Advisor Partners first reported a position in WTRG in Q3 2019 and has held it in 12 quarters since. The position peaked at $261K in Q4 2021. 635 funds tracked by Wall St. Rank hold WTRG as of Q2 2022.

Advisor Partners held 4,463 shares of Essential Utilities worth $205K as of Q2 2022.
Advisor Partners bought 134 Essential Utilities shares in Q2 2022, an estimated $6.22K.
Essential Utilities made up 0.01% of Advisor Partners's portfolio in Q2 2022, its #779 holding.
Advisor Partners first reported a position in Essential Utilities in Q3 2019 and has held it in 12 quarters since.
Advisor Partners's Essential Utilities position peaked at $261K in Q4 2021.
635 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2022.

Based on Advisor Partners's 13F filing for Q2 2022, filed 11 Aug 2022.