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Birchcreek Wealth Management’s Essential Utilities WTRG Stock Holding History

Birchcreek 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
2021
Q1 		– Sell
-1,657
Closed -$78K – 302
2020
Q4 		$78K Buy
+1,657
New +$73.6K 0.08% 166

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PAMU
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Invesco
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NI
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Birchcreek Wealth Management's WTRG Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Essential Utilities (WTRG) in Q1 2021, closing a stake of 1,657 shares — an estimated $78K sold.

Birchcreek Wealth Management first reported a position in WTRG in Q4 2020 and held it in 1 quarter. The position peaked at $78K in Q4 2020. 597 funds tracked by Wall St. Rank hold WTRG as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Essential Utilities position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 1,657 Essential Utilities shares in Q1 2021, an estimated $78K.
  • Birchcreek Wealth Management first reported a position in Essential Utilities in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Essential Utilities position peaked at $78K in Q4 2020.
  • 597 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.