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Amplius Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Amplius Wealth 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
Q1 		– Sell
-2,779
Closed -$149K – 924
2021
Q4 		$149K Buy
+2,779
New +$135K 0.02% 209

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Canada Pension Plan Investment Board
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State Street
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PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Amplius Wealth Advisors's WTRG Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Essential Utilities (WTRG) in Q1 2022, closing a stake of 2,779 shares — an estimated $149K sold.

Amplius Wealth Advisors first reported a position in WTRG in Q4 2021 and held it in 1 quarter. The position peaked at $149K in Q4 2021. 642 funds tracked by Wall St. Rank hold WTRG as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Essential Utilities position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 2,779 Essential Utilities shares in Q1 2022, an estimated $149K.
  • Amplius Wealth Advisors first reported a position in Essential Utilities in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Essential Utilities position peaked at $149K in Q4 2021.
  • 642 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.