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Dixon Hughes Goodman Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Dixon Hughes Goodman 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 		$624K Buy
12,196
+1,394
+13% +$67.3K 0.18% 85
2021
Q4 		$580K Buy
+10,802
New +$524K 0.19% 74

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

Dixon Hughes Goodman Wealth Advisors's WTRG Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its Essential Utilities (WTRG) stake by 13% in Q1 2022, buying an estimated $67.3K and bringing the position to 12,196 shares worth $624K. The position accounts for 0.18% of the portfolio, ranked #85.

Dixon Hughes Goodman Wealth Advisors first reported a position in WTRG in Q4 2021 and has held it in 2 quarters since. 642 funds tracked by Wall St. Rank hold WTRG as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 12,196 shares of Essential Utilities worth $624K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 1,394 Essential Utilities shares in Q1 2022, an estimated $67.3K.
  • Essential Utilities made up 0.18% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #85 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Essential Utilities in Q4 2021 and has held it in 2 quarters since.
  • 642 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.