BHWM
WTRG icon

Beaird Harris Wealth Management’s Essential Utilities WTRG Stock Holding History

Beaird Harris Wealth Management’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
-2,328
Closed -$125K – 740
2021
Q4 		$125K Buy
+2,328
New +$113K 0.05% 144

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $155B AUM 29.93% 1-Year Est. Return
State Street
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
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

Beaird Harris Wealth Management's WTRG Position: Q1 2022 in Review

Beaird Harris Wealth Management sold out of Essential Utilities (WTRG) in Q1 2022, closing a stake of 2,328 shares — an estimated $125K sold.

Beaird Harris Wealth Management first reported a position in WTRG in Q4 2021 and held it in 1 quarter. The position peaked at $125K in Q4 2021. 642 funds tracked by Wall St. Rank hold WTRG as of Q1 2022.

  • Beaird Harris Wealth Management reported no remaining Essential Utilities position as of Q1 2022 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 2,328 Essential Utilities shares in Q1 2022, an estimated $125K.
  • Beaird Harris Wealth Management first reported a position in Essential Utilities in Q4 2021 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Essential Utilities position peaked at $125K in Q4 2021.
  • 642 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2022.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2022, filed 27 May 2022.