AWM
WTRG icon

Altavista Wealth Management’s Essential Utilities WTRG Stock Holding History

Altavista Wealth Management’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
2020
Q1 		– Sell
-4,553
Closed -$214K – 172
2019
Q4 		$214K Hold
4,553
– – 0.06% 161
2019
Q3 		$204K Buy
+4,553
New +$195K 0.06% 163

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Altavista Wealth Management's WTRG Position: Q1 2020 in Review

Altavista Wealth Management sold out of Essential Utilities (WTRG) in Q1 2020, closing a stake of 4,553 shares — an estimated $214K sold.

Altavista Wealth Management first reported a position in WTRG in Q3 2019 and held it in 2 quarters. The position peaked at $214K in Q4 2019. 579 funds tracked by Wall St. Rank hold WTRG as of Q1 2020.

  • Altavista Wealth Management reported no remaining Essential Utilities position as of Q1 2020 after selling out during the quarter.
  • Altavista Wealth Management sold 4,553 Essential Utilities shares in Q1 2020, an estimated $214K.
  • Altavista Wealth Management first reported a position in Essential Utilities in Q3 2019 and held it in 2 quarters.
  • Altavista Wealth Management's Essential Utilities position peaked at $214K in Q4 2019.
  • 579 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2020.

Based on Altavista Wealth Management's 13F filing for Q1 2020, filed 14 May 2020.