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BerganKDV Wealth Management’s Essential Utilities WTRG Stock Holding History

BerganKDV 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
Q4 		– Sell
-9
Closed – – 1116
2022
Q3 		$0 Hold
9
– – ﹤0.01% 1080
2022
Q2 		$0 Buy
+9
New +$418 ﹤0.01% 1080
2020
Q2 		– Sell
-101
Closed -$4K – 1107
2020
Q1 		$4K Buy
+101
New +$4.77K ﹤0.01% 639

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
Amundi
Amundi Paris, France $367B AUM 31.23% 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
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

BerganKDV Wealth Management's WTRG Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Essential Utilities (WTRG) in Q4 2022, closing a stake of 9 shares.

BerganKDV Wealth Management first reported a position in WTRG in Q1 2020 and held it in 3 quarters. The position peaked at $4K in Q1 2020. 656 funds tracked by Wall St. Rank hold WTRG as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Essential Utilities position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 9 Essential Utilities shares in Q4 2022.
  • BerganKDV Wealth Management first reported a position in Essential Utilities in Q1 2020 and held it in 3 quarters.
  • BerganKDV Wealth Management's Essential Utilities position peaked at $4K in Q1 2020.
  • 656 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.