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Cornerstone Advisors Asset Management’s Essential Utilities WTRG Stock Holding History

Cornerstone Advisors Asset Management’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
Q3 		– Sell
-5,825
Closed -$267K – 72
2022
Q2 		$267K Buy
+5,825
New +$271K 0.19% 64

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Cornerstone Advisors Asset Management's WTRG Position: Q3 2022 in Review

Cornerstone Advisors Asset Management sold out of Essential Utilities (WTRG) in Q3 2022, closing a stake of 5,825 shares — an estimated $267K sold.

Cornerstone Advisors Asset Management first reported a position in WTRG in Q2 2022 and held it in 1 quarter. The position peaked at $267K in Q2 2022. 636 funds tracked by Wall St. Rank hold WTRG as of Q3 2022.

  • Cornerstone Advisors Asset Management reported no remaining Essential Utilities position as of Q3 2022 after selling out during the quarter.
  • Cornerstone Advisors Asset Management sold 5,825 Essential Utilities shares in Q3 2022, an estimated $267K.
  • Cornerstone Advisors Asset Management first reported a position in Essential Utilities in Q2 2022 and held it in 1 quarter.
  • Cornerstone Advisors Asset Management's Essential Utilities position peaked at $267K in Q2 2022.
  • 636 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2022.

Based on Cornerstone Advisors Asset Management's 13F filing for Q3 2022, filed 19 Nov 2024.