Bivin & Associates’s Essential Utilities WTRG Stock Holding History

Bivin & Associates’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	-103	Closed	-$6K	–	428
2021 Q4	$6K	Buy	+103	New	+$5K	0.01%	211

Other funds holding WTRG

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

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 London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bivin & Associates's WTRG Position: Q1 2022 in Review

Bivin & Associates sold out of Essential Utilities (WTRG) in Q1 2022, closing a stake of 103 shares — an estimated $6K sold.

Bivin & Associates first reported a position in WTRG in Q4 2021 and held it in 1 quarter. The position peaked at $6K in Q4 2021. 643 funds tracked by Wall St. Rank hold WTRG as of Q1 2022.

Bivin & Associates reported no remaining Essential Utilities position as of Q1 2022 after selling out during the quarter.
Bivin & Associates sold 103 Essential Utilities shares in Q1 2022, an estimated $6K.
Bivin & Associates first reported a position in Essential Utilities in Q4 2021 and held it in 1 quarter.
Bivin & Associates's Essential Utilities position peaked at $6K in Q4 2021.
643 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2022.

Based on Bivin & Associates's 13F filing for Q1 2022, filed 6 May 2022.