AWM
WTRU

AE Wealth Management’s Essential Utilities, Inc.6.00% Tangible Equity Units WTRU Stock Holding History

AE Wealth Management’s Portfolio WTRU Stock Details WTRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-8,148
Closed -$499K – 1874
2022
Q1 		$499K Sell
8,148
-878
-10% -$51K ﹤0.01% 1240
2021
Q4 		$588K Buy
9,026
+740
+9% +$43.9K ﹤0.01% 1188
2021
Q3 		$476K Buy
8,286
+192
+2% +$11.5K ﹤0.01% 1188
2021
Q2 		$463K Sell
8,094
-331
-4% -$19.5K ﹤0.01% 1166
2021
Q1 		$482K Buy
+8,425
New +$489K ﹤0.01% 1047

AE Wealth Management's WTRU Position: Q2 2022 in Review

AE Wealth Management sold out of Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) in Q2 2022, closing a stake of 8,148 shares — an estimated $499K sold.

AE Wealth Management first reported a position in WTRU in Q1 2021 and held it in 5 quarters. The position peaked at $588K in Q4 2021. 0 funds tracked by Wall St. Rank hold WTRU as of Q2 2022.

  • AE Wealth Management reported no remaining Essential Utilities, Inc.6.00% Tangible Equity Units position as of Q2 2022 after selling out during the quarter.
  • AE Wealth Management sold 8,148 Essential Utilities, Inc.6.00% Tangible Equity Units shares in Q2 2022, an estimated $499K.
  • AE Wealth Management first reported a position in Essential Utilities, Inc.6.00% Tangible Equity Units in Q1 2021 and held it in 5 quarters.
  • AE Wealth Management's Essential Utilities, Inc.6.00% Tangible Equity Units position peaked at $588K in Q4 2021.
  • 0 funds tracked by Wall St. Rank held Essential Utilities, Inc.6.00% Tangible Equity Units as of Q2 2022.

Based on AE Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.