Bedel Financial Consulting’s Essential Utilities WTRG Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-268	Closed	-$14K	–	932
2022 Q1	$14K	Hold	268	–	–	﹤0.01%	611
2021 Q4	$14K	Hold	268	–	–	﹤0.01%	637
2021 Q3	$12K	Hold	268	–	–	﹤0.01%	643
2021 Q2	$12K	Hold	268	–	–	﹤0.01%	647
2021 Q1	$12K	Buy	268 +2	+0.8%	+$90	﹤0.01%	619
2020 Q4	$13K	Hold	266	–	–	0.01%	522
2020 Q3	$11K	Sell	266 -226	-46%	-$9.71K	0.01%	511
2020 Q2	$21K	Buy	492 +1	+0.2%	+$42	0.01%	403
2020 Q1	$20K	Buy	491 +225	+85%	+$10.6K	0.01%	392
2019 Q4	$12K	Hold	266	–	–	0.01%	481
2019 Q3	$12K	Hold	266	–	–	0.01%	459
2019 Q2	$11K	Hold	266	–	–	0.01%	485
2019 Q1	$10K	Hold	266	–	–	0.01%	494
2018 Q4	$9K	Hold	266	–	–	0.01%	479
2018 Q3	$9K	Hold	266	–	–	0.01%	495
2018 Q2	$9K	Hold	266	–	–	0.01%	494
2018 Q1	$9K	Buy	+266	New	+$9.26K	0.01%	488

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 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 $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PAMS

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bedel Financial Consulting's WTRG Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Essential Utilities (WTRG) in Q2 2022, closing a stake of 268 shares — an estimated $14K sold.

Bedel Financial Consulting first reported a position in WTRG in Q1 2018 and held it in 17 quarters. The position peaked at $21K in Q2 2020. 634 funds tracked by Wall St. Rank hold WTRG as of Q2 2022.

Bedel Financial Consulting reported no remaining Essential Utilities position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 268 Essential Utilities shares in Q2 2022, an estimated $14K.
Bedel Financial Consulting first reported a position in Essential Utilities in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's Essential Utilities position peaked at $21K in Q2 2020.
634 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.