Delos Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Delos 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
2022 Q1	–	Sell	-47	Closed	-$3K	–	438
2021 Q4	$3K	Buy	+47	New	+$2.28K	﹤0.01%	375

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

Delos Wealth Advisors's WTRG Position: Q1 2022 in Review

Delos Wealth Advisors sold out of Essential Utilities (WTRG) in Q1 2022, closing a stake of 47 shares — an estimated $3K sold.

Delos Wealth Advisors first reported a position in WTRG in Q4 2021 and held it in 1 quarter. The position peaked at $3K in Q4 2021. 642 funds tracked by Wall St. Rank hold WTRG as of Q1 2022.

Delos Wealth Advisors reported no remaining Essential Utilities position as of Q1 2022 after selling out during the quarter.
Delos Wealth Advisors sold 47 Essential Utilities shares in Q1 2022, an estimated $3K.
Delos Wealth Advisors first reported a position in Essential Utilities in Q4 2021 and held it in 1 quarter.
Delos Wealth Advisors's Essential Utilities position peaked at $3K in Q4 2021.
642 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2022.

Based on Delos Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.