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Cornerstone Advisory’s Essential Utilities WTRG Stock Holding History

Cornerstone Advisory’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
Q1 		– Sell
-3,196
Closed -$172K – 789
2021
Q4 		$172K Buy
+3,196
New +$155K 0.02% 272

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
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

Cornerstone Advisory's WTRG Position: Q1 2022 in Review

Cornerstone Advisory sold out of Essential Utilities (WTRG) in Q1 2022, closing a stake of 3,196 shares — an estimated $172K sold.

Cornerstone Advisory first reported a position in WTRG in Q4 2021 and held it in 1 quarter. The position peaked at $172K in Q4 2021. 642 funds tracked by Wall St. Rank hold WTRG as of Q1 2022.

  • Cornerstone Advisory reported no remaining Essential Utilities position as of Q1 2022 after selling out during the quarter.
  • Cornerstone Advisory sold 3,196 Essential Utilities shares in Q1 2022, an estimated $172K.
  • Cornerstone Advisory first reported a position in Essential Utilities in Q4 2021 and held it in 1 quarter.
  • Cornerstone Advisory's Essential Utilities position peaked at $172K in Q4 2021.
  • 642 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.