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Capital Asset Advisory Services’s Essential Utilities WTRG Stock Holding History

Capital Asset Advisory Services’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
-2,473
Closed -$117K – 1517
2020
Q4 		$117K Buy
+2,473
New +$110K 0.02% 424

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Capital Asset Advisory Services's WTRG Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Essential Utilities (WTRG) in Q1 2021, closing a stake of 2,473 shares — an estimated $117K sold.

Capital Asset Advisory Services first reported a position in WTRG in Q4 2020 and held it in 1 quarter. The position peaked at $117K in Q4 2020. 597 funds tracked by Wall St. Rank hold WTRG as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Essential Utilities position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 2,473 Essential Utilities shares in Q1 2021, an estimated $117K.
  • Capital Asset Advisory Services first reported a position in Essential Utilities in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Essential Utilities position peaked at $117K in Q4 2020.
  • 597 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.