Citizens Financial Group’s Essential Utilities WTRG Stock Holding History

Citizens Financial Group’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 Q3	–	Sell	-5,630	Closed	-$257K	–	470
2021 Q2	$257K	Buy	+5,630	New	+$264K	0.01%	313
2020 Q3	–	Sell	-5,315	Closed	-$225K	–	949
2020 Q2	$225K	Buy	5,315 +759	+17%	+$32.1K	0.02%	264
2020 Q1	$185K	Buy	4,556 +1,492	+49%	+$70.4K	0.02%	271
2019 Q4	$144K	Buy	+3,064	New	+$138K	0.01%	288

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

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

Citizens Financial Group's WTRG Position: Q3 2021 in Review

Citizens Financial Group sold out of Essential Utilities (WTRG) in Q3 2021, closing a stake of 5,630 shares — an estimated $257K sold.

Citizens Financial Group first reported a position in WTRG in Q4 2019 and held it in 4 quarters. The position peaked at $257K in Q2 2021. 595 funds tracked by Wall St. Rank hold WTRG as of Q3 2021.

Citizens Financial Group reported no remaining Essential Utilities position as of Q3 2021 after selling out during the quarter.
Citizens Financial Group sold 5,630 Essential Utilities shares in Q3 2021, an estimated $257K.
Citizens Financial Group first reported a position in Essential Utilities in Q4 2019 and held it in 4 quarters.
Citizens Financial Group's Essential Utilities position peaked at $257K in Q2 2021.
595 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2021.

Based on Citizens Financial Group's 13F filing for Q3 2021, filed 5 Nov 2021.