Castle Financial & Retirement Planning Associates’s Essential Utilities WTRG Stock Holding History

Castle Financial & Retirement Planning 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
2021 Q4	$1K	Buy	+19	New	+$923	﹤0.01%	202

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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

Norges Bank Oslo, Norway $935B AUM

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

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

Castle Financial & Retirement Planning Associates's WTRG Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Essential Utilities (WTRG) in Q4 2021: 19 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #202 among its holdings.

647 funds tracked by Wall St. Rank hold WTRG as of Q4 2021.

Castle Financial & Retirement Planning Associates held 19 shares of Essential Utilities worth $1K as of Q4 2021.
Essential Utilities was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Essential Utilities made up ﹤0.01% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #202 holding.
647 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.