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Clarus Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Clarus Wealth Advisors’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
2019
Q3 		– Sell
-92
Closed -$4K – 554
2019
Q2 		$4K Hold
92
– – ﹤0.01% 528
2019
Q1 		$3K Buy
92
+32
+53% +$1.13K ﹤0.01% 644
2018
Q4 		$2K Hold
60
– – ﹤0.01% 651
2018
Q3 		$2K Sell
60
-58
-49% -$2.15K ﹤0.01% 678
2018
Q2 		$4K Buy
+118
New +$4.04K ﹤0.01% 655

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
BPSG
Brookfield Public Securities Group New York $6.17B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Clarus Wealth Advisors's WTRG Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Essential Utilities (WTRG) in Q3 2019, closing a stake of 92 shares — an estimated $4K sold.

Clarus Wealth Advisors first reported a position in WTRG in Q2 2018 and held it in 5 quarters. The position peaked at $4K in Q2 2019. 576 funds tracked by Wall St. Rank hold WTRG as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Essential Utilities position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 92 Essential Utilities shares in Q3 2019, an estimated $4K.
  • Clarus Wealth Advisors first reported a position in Essential Utilities in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Essential Utilities position peaked at $4K in Q2 2019.
  • 576 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.