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Bradley & Co Private Wealth Management’s Essential Utilities WTRG Stock Holding History

Bradley & Co Private 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
2023
Q3 		– Sell
-424
Closed -$16.9K – 188
2023
Q2 		$16.9K Hold
424
– – 0.02% 105
2023
Q1 		$18.5K Hold
424
– – 0.02% 103
2022
Q4 		$20.2K Hold
424
– – 0.02% 92
2022
Q3 		$18K Hold
424
– – 0.02% 103
2022
Q2 		$19K Buy
+424
New +$19.7K 0.02% 115

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bradley & Co Private Wealth Management's WTRG Position: Q3 2023 in Review

Bradley & Co Private Wealth Management sold out of Essential Utilities (WTRG) in Q3 2023, closing a stake of 424 shares — an estimated $16.9K sold.

Bradley & Co Private Wealth Management first reported a position in WTRG in Q2 2022 and held it in 5 quarters. The position peaked at $20.2K in Q4 2022. 581 funds tracked by Wall St. Rank hold WTRG as of Q3 2023.

  • Bradley & Co Private Wealth Management reported no remaining Essential Utilities position as of Q3 2023 after selling out during the quarter.
  • Bradley & Co Private Wealth Management sold 424 Essential Utilities shares in Q3 2023, an estimated $16.9K.
  • Bradley & Co Private Wealth Management first reported a position in Essential Utilities in Q2 2022 and held it in 5 quarters.
  • Bradley & Co Private Wealth Management's Essential Utilities position peaked at $20.2K in Q4 2022.
  • 581 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2023.

Based on Bradley & Co Private Wealth Management's 13F filing for Q3 2023, filed 27 Oct 2023.