Atlas Private Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Atlas Private 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
2021 Q4	–	Sell	-106	Closed	-$5K	–	711
2021 Q3	$5K	Hold	106	–	–	﹤0.01%	579
2021 Q2	$5K	Buy	106 +1	+1%	+$47	﹤0.01%	585
2021 Q1	$5K	Buy	105 +1	+1%	+$45	﹤0.01%	630
2020 Q4	$5K	Hold	104	–	–	﹤0.01%	542
2020 Q3	$4K	Buy	104 +1	+1%	+$43	﹤0.01%	513
2020 Q2	$4K	Buy	+103	New	+$4.35K	﹤0.01%	544

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atlas Private Wealth Advisors's WTRG Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Essential Utilities (WTRG) in Q4 2021, closing a stake of 106 shares — an estimated $5K sold.

Atlas Private Wealth Advisors first reported a position in WTRG in Q2 2020 and held it in 6 quarters. The position peaked at $5K in Q3 2021. 646 funds tracked by Wall St. Rank hold WTRG as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Essential Utilities position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 106 Essential Utilities shares in Q4 2021, an estimated $5K.
Atlas Private Wealth Advisors first reported a position in Essential Utilities in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Essential Utilities position peaked at $5K in Q3 2021.
646 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.