Csenge Advisory Group’s Essential Utilities WTRG Stock Holding History

Csenge Advisory Group’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	-23,295	Closed	-$1.19M	–	689
2022 Q1	$1.19M	Buy	23,295 +16,310	+234%	+$787K	0.09%	190
2021 Q4	$325K	Sell	6,985 -11,775	-63%	-$572K	0.03%	436
2021 Q3	$868K	Buy	18,760 +11,775	+169%	+$570K	0.07%	247
2021 Q2	$325K	Buy	+6,985	New	+$328K	0.03%	437
2018 Q4	–	Sell	-3,652	Closed	-$119K	–	1514
2018 Q3	$119K	Buy	+3,652	New	+$135K	0.05%	212

Other funds holding WTRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Csenge Advisory Group's WTRG Position: Q2 2022 in Review

Csenge Advisory Group sold out of Essential Utilities (WTRG) in Q2 2022, closing a stake of 23,295 shares — an estimated $1.19M sold.

Csenge Advisory Group first reported a position in WTRG in Q3 2018 and held it in 5 quarters. The position peaked at $1.19M in Q1 2022. 634 funds tracked by Wall St. Rank hold WTRG as of Q2 2022.

Csenge Advisory Group reported no remaining Essential Utilities position as of Q2 2022 after selling out during the quarter.
Csenge Advisory Group sold 23,295 Essential Utilities shares in Q2 2022, an estimated $1.19M.
Csenge Advisory Group first reported a position in Essential Utilities in Q3 2018 and held it in 5 quarters.
Csenge Advisory Group's Essential Utilities position peaked at $1.19M in Q1 2022.
634 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2022.

Based on Csenge Advisory Group's 13F filing for Q2 2022, filed 27 Jul 2022.