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Boston Financial Management’s Essential Utilities WTRG Stock Holding History

Boston Financial 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
2023
Q1 		– Sell
-4,759
Closed -$227K – 327
2022
Q4 		$227K Buy
+4,759
New +$215K 0.01% 300

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Boston Financial Management's WTRG Position: Q1 2023 in Review

Boston Financial Management sold out of Essential Utilities (WTRG) in Q1 2023, closing a stake of 4,759 shares — an estimated $227K sold.

Boston Financial Management first reported a position in WTRG in Q4 2022 and held it in 1 quarter. The position peaked at $227K in Q4 2022. 648 funds tracked by Wall St. Rank hold WTRG as of Q1 2023.

  • Boston Financial Management reported no remaining Essential Utilities position as of Q1 2023 after selling out during the quarter.
  • Boston Financial Management sold 4,759 Essential Utilities shares in Q1 2023, an estimated $227K.
  • Boston Financial Management first reported a position in Essential Utilities in Q4 2022 and held it in 1 quarter.
  • Boston Financial Management's Essential Utilities position peaked at $227K in Q4 2022.
  • 648 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2023.

Based on Boston Financial Management's 13F filing for Q1 2023, filed 12 May 2023.