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Clearview Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Clearview 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
2023
Q3 		– Sell
-491
Closed -$19.6K – 651
2023
Q2 		$19.6K Hold
491
– – 0.02% 281
2023
Q1 		$21.4K Buy
491
+61
+14% +$2.75K 0.02% 267
2022
Q4 		$20.5K Hold
430
– – 0.02% 243
2022
Q3 		$18K Hold
430
– – 0.01% 270
2022
Q2 		$20K Buy
+430
New +$20K 0.02% 277

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Clearview Wealth Advisors's WTRG Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Essential Utilities (WTRG) in Q3 2023, closing a stake of 491 shares — an estimated $19.6K sold.

Clearview Wealth Advisors first reported a position in WTRG in Q2 2022 and held it in 5 quarters. The position peaked at $21.4K in Q1 2023. 581 funds tracked by Wall St. Rank hold WTRG as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Essential Utilities position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 491 Essential Utilities shares in Q3 2023, an estimated $19.6K.
  • Clearview Wealth Advisors first reported a position in Essential Utilities in Q2 2022 and held it in 5 quarters.
  • Clearview Wealth Advisors's Essential Utilities position peaked at $21.4K in Q1 2023.
  • 581 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.