Atlas Capital Advisors’s Essential Utilities WTRG Stock Holding History

Atlas Capital 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	–	Sell	-200	Closed	-$9.17K	–	1016
2022 Q2	$9.17K	Hold	200	–	–	﹤0.01%	768
2022 Q1	$10.2K	Hold	200	–	–	﹤0.01%	702
2021 Q4	$10.7K	Hold	200	–	–	﹤0.01%	708
2021 Q3	$9.22K	Hold	200	–	–	﹤0.01%	736
2021 Q2	$9.14K	Hold	200	–	–	﹤0.01%	754
2021 Q1	$8.95K	Buy	+200	New	+$9.03K	﹤0.01%	692

Other funds holding WTRG

BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Atlas Capital Advisors's WTRG Position: Q3 2022 in Review

Atlas Capital Advisors sold out of Essential Utilities (WTRG) in Q3 2022, closing a stake of 200 shares — an estimated $9.17K sold.

Atlas Capital Advisors first reported a position in WTRG in Q1 2021 and held it in 6 quarters. The position peaked at $10.7K in Q4 2021. 636 funds tracked by Wall St. Rank hold WTRG as of Q3 2022.

Atlas Capital Advisors reported no remaining Essential Utilities position as of Q3 2022 after selling out during the quarter.
Atlas Capital Advisors sold 200 Essential Utilities shares in Q3 2022, an estimated $9.17K.
Atlas Capital Advisors first reported a position in Essential Utilities in Q1 2021 and held it in 6 quarters.
Atlas Capital Advisors's Essential Utilities position peaked at $10.7K in Q4 2021.
636 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2022.

Based on Atlas Capital Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.