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Conrad Siegel Investment Advisors’s Essential Utilities WTRG Stock Holding History

Conrad Siegel Investment 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
2022
Q2 		– Sell
-63
Closed -$3K – 61
2022
Q1 		$3K Buy
+63
New +$3.04K ﹤0.01% 49

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State Street
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PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Conrad Siegel Investment Advisors's WTRG Position: Q2 2022 in Review

Conrad Siegel Investment Advisors sold out of Essential Utilities (WTRG) in Q2 2022, closing a stake of 63 shares — an estimated $3K sold.

Conrad Siegel Investment Advisors first reported a position in WTRG in Q1 2022 and held it in 1 quarter. The position peaked at $3K in Q1 2022. 635 funds tracked by Wall St. Rank hold WTRG as of Q2 2022.

  • Conrad Siegel Investment Advisors reported no remaining Essential Utilities position as of Q2 2022 after selling out during the quarter.
  • Conrad Siegel Investment Advisors sold 63 Essential Utilities shares in Q2 2022, an estimated $3K.
  • Conrad Siegel Investment Advisors first reported a position in Essential Utilities in Q1 2022 and held it in 1 quarter.
  • Conrad Siegel Investment Advisors's Essential Utilities position peaked at $3K in Q1 2022.
  • 635 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2022.

Based on Conrad Siegel Investment Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.