American Portfolios Advisors’s Essential Utilities WTRG Stock Holding History

American Portfolios Advisors’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	$127K	Sell	3,074 -542	-15%	-$26.3K	0.01%	1215
2022 Q2	$166K	Sell	3,616 -542	-13%	-$25.2K	0.01%	1136
2022 Q1	$213K	Hold	4,158	–	–	0.01%	1132
2021 Q4	$223K	Hold	4,158	–	–	0.01%	1100
2021 Q3	$192K	Buy	4,158 +1,086	+35%	+$52.6K	0.01%	1132
2021 Q2	$140K	Hold	3,072	–	–	0.01%	1273
2021 Q1	$137K	Buy	3,072 +28	+0.9%	+$1.26K	0.01%	1195
2020 Q4	$144K	Buy	3,044 +9	+0.3%	+$400	0.01%	1012
2020 Q3	$122K	Hold	3,035	–	–	0.01%	989
2020 Q2	$128K	Hold	3,035	–	–	0.01%	915
2020 Q1	$124K	Sell	3,035 -164	-5%	-$7.74K	0.01%	821
2019 Q4	$150K	Buy	3,199 +101	+3%	+$4.55K	0.01%	864
2019 Q3	$139K	Hold	3,098	–	–	0.01%	847
2019 Q2	$128K	Buy	3,098 +1,247	+67%	+$48.5K	0.01%	885
2019 Q1	$67.5K	Sell	1,851 -60	-3%	-$2.12K	0.01%	1068
2018 Q4	$65.3K	Buy	1,911 +461	+32%	+$16K	0.01%	908
2018 Q3	$53.5K	Sell	1,450 -25	-2%	-$925	0.01%	1076
2018 Q2	$51.9K	Buy	1,475 +125	+9%	+$4.28K	0.01%	1053
2018 Q1	$46K	Hold	1,350	–	–	0.01%	1057
2017 Q4	$53K	Buy	+1,350	New	+$49.2K	0.01%	968

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 $155B AUM 29.93% 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 $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

American Portfolios Advisors's WTRG Position: Q3 2022 in Review

American Portfolios Advisors reduced its Essential Utilities (WTRG) stake by 15% in Q3 2022, selling an estimated $26.3K and leaving 3,074 shares worth $127K. The position accounts for 0.01% of the portfolio, ranked #1215.

American Portfolios Advisors first reported a position in WTRG in Q4 2017 and has held it in 20 quarters since. The position peaked at $223K in Q4 2021. 637 funds tracked by Wall St. Rank hold WTRG as of Q3 2022.

American Portfolios Advisors held 3,074 shares of Essential Utilities worth $127K as of Q3 2022.
American Portfolios Advisors sold 542 Essential Utilities shares in Q3 2022, an estimated $26.3K.
Essential Utilities made up 0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1215 holding.
American Portfolios Advisors first reported a position in Essential Utilities in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Essential Utilities position peaked at $223K in Q4 2021.
637 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.