Brown Miller Wealth Management’s Essential Utilities WTRG Stock Holding History

Brown Miller 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 Q1	–	Sell	-5,278	Closed	-$252K	–	129
2022 Q4	$252K	Buy	5,278 +5	+0.1%	+$226	0.16%	111
2022 Q3	$218K	Buy	5,273 +5	+0.1%	+$242	0.15%	108
2022 Q2	$241K	Buy	5,268 +5	+0.1%	+$232	0.16%	101
2022 Q1	$269K	Buy	5,263 +6	+0.1%	+$290	0.16%	102
2021 Q4	$282K	Buy	5,257 +4	+0.1%	+$194	0.16%	104
2021 Q3	$242K	Buy	5,253 +5	+0.1%	+$242	0.15%	107
2021 Q2	$239K	Buy	5,248 +5	+0.1%	+$235	0.15%	107
2021 Q1	$235K	Buy	5,243 +4	+0.1%	+$181	0.17%	103
2020 Q4	$248K	Buy	+5,239	New	+$233K	0.19%	98

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Brown Miller Wealth Management's WTRG Position: Q1 2023 in Review

Brown Miller Wealth Management sold out of Essential Utilities (WTRG) in Q1 2023, closing a stake of 5,278 shares — an estimated $252K sold.

Brown Miller Wealth Management first reported a position in WTRG in Q4 2020 and held it in 9 quarters. The position peaked at $282K in Q4 2021. 648 funds tracked by Wall St. Rank hold WTRG as of Q1 2023.

Brown Miller Wealth Management reported no remaining Essential Utilities position as of Q1 2023 after selling out during the quarter.
Brown Miller Wealth Management sold 5,278 Essential Utilities shares in Q1 2023, an estimated $252K.
Brown Miller Wealth Management first reported a position in Essential Utilities in Q4 2020 and held it in 9 quarters.
Brown Miller Wealth Management's Essential Utilities position peaked at $282K in Q4 2021.
648 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2023.

Based on Brown Miller Wealth Management's 13F filing for Q1 2023, filed 10 Apr 2023.