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B. Riley Wealth Advisors’s Essential Utilities WTRG Stock Holding History

B. Riley 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
2023
Q2 		– Sell
-7,121
Closed -$311K – 1653
2023
Q1 		$311K Buy
7,121
+134
+2% +$6.04K 0.01% 1050
2022
Q4 		$333K Buy
+6,987
New +$316K 0.01% 988
2019
Q2 		– Sell
-5,980
Closed -$218K – 839
2019
Q1 		$218K Sell
5,980
-385
-6% -$13.6K 0.03% 621
2018
Q4 		$218K Sell
6,365
-407
-6% -$14.1K 0.03% 560
2018
Q3 		$250K Buy
6,772
+600
+10% +$22.2K 0.03% 563
2018
Q2 		$218K Sell
6,172
-1,079
-15% -$37K 0.03% 583
2018
Q1 		$247K Sell
7,251
-542
-7% -$18.9K 0.03% 515
2017
Q4 		$306K Sell
7,793
-165
-2% -$6.02K 0.04% 438
2017
Q3 		$265K Buy
7,958
+2
+0% +$67 0.04% 417
2017
Q2 		$265K Buy
7,956
+1,688
+27% +$55.3K 0.05% 404
2017
Q1 		$202K Buy
+6,268
New +$192K 0.04% 460
2016
Q4 		– Sell
-8,661
Closed -$264K – 648
2016
Q3 		$264K Buy
8,661
+2,156
+33% +$69.9K 0.05% 447
2016
Q2 		$232K Buy
+6,505
New +$212K 0.05% 494
2016
Q1 		– Sell
-6,879
Closed -$205K – 620
2015
Q4 		$205K Buy
+6,879
New +$198K 0.04% 483
2015
Q1 		– Sell
-12,423
Closed -$2.17M – 1998
2014
Q4 		$2.17M Buy
+12,423
New +$319K 0.05% 529
2014
Q3 		– Sell
-5,650
Closed -$148K – 1905
2014
Q2 		$148K Hold
5,650
– – 0.03% 566
2014
Q1 		$142K Sell
5,650
-550
-9% -$13.3K 0.04% 509
2013
Q4 		$146K Sell
6,200
-247
-4% -$6.02K 0.05% 443
2013
Q3 		$159K Buy
6,447
+3
+0% +$77 0.05% 411
2013
Q2 		$161K Buy
+6,444
New +$164K 0.05% 406

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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 $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $480B AUM 42.84% 1-Year Est. Return

B. Riley Wealth Advisors's WTRG Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Essential Utilities (WTRG) in Q2 2023, closing a stake of 7,121 shares — an estimated $311K sold.

B. Riley Wealth Advisors first reported a position in WTRG in Q2 2013 and held it in 20 quarters. The position peaked at $2.17M in Q4 2014. 625 funds tracked by Wall St. Rank hold WTRG as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining Essential Utilities position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 7,121 Essential Utilities shares in Q2 2023, an estimated $311K.
  • B. Riley Wealth Advisors first reported a position in Essential Utilities in Q2 2013 and held it in 20 quarters.
  • B. Riley Wealth Advisors's Essential Utilities position peaked at $2.17M in Q4 2014.
  • 625 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.