D'Orazio & Associates’s Essential Utilities WTRG Stock Holding History

D'Orazio & Associates’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
2021 Q4	–	Sell	-1,250	Closed	-$58K	–	720
2021 Q3	$58K	Hold	1,250	–	–	0.01%	185
2021 Q2	$57K	Hold	1,250	–	–	0.01%	161
2021 Q1	$56K	Hold	1,250	–	–	0.02%	162
2020 Q4	$59K	Hold	1,250	–	–	0.02%	143
2020 Q3	$50K	Hold	1,250	–	–	0.02%	141
2020 Q2	$53K	Hold	1,250	–	–	0.02%	134
2020 Q1	$51K	Hold	1,250	–	–	0.03%	125
2019 Q4	$59K	Hold	1,250	–	–	0.02%	134
2019 Q3	$56K	Hold	1,250	–	–	0.02%	137
2019 Q2	$52K	Sell	1,250 -300	-19%	-$11.7K	0.02%	140
2019 Q1	$56K	Buy	+1,550	New	+$54.6K	0.02%	136

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 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 $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D'Orazio & Associates's WTRG Position: Q4 2021 in Review

D'Orazio & Associates sold out of Essential Utilities (WTRG) in Q4 2021, closing a stake of 1,250 shares — an estimated $58K sold.

D'Orazio & Associates first reported a position in WTRG in Q1 2019 and held it in 11 quarters. The position peaked at $59K in Q4 2020. 646 funds tracked by Wall St. Rank hold WTRG as of Q4 2021.

D'Orazio & Associates reported no remaining Essential Utilities position as of Q4 2021 after selling out during the quarter.
D'Orazio & Associates sold 1,250 Essential Utilities shares in Q4 2021, an estimated $58K.
D'Orazio & Associates first reported a position in Essential Utilities in Q1 2019 and held it in 11 quarters.
D'Orazio & Associates's Essential Utilities position peaked at $59K in Q4 2020.
646 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2021.

Based on D'Orazio & Associates's 13F filing for Q4 2021, filed 7 Feb 2022.