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Engrave Wealth Partners’s Essential Utilities WTRG Stock Holding History

Engrave Wealth Partners’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
2020
Q3 		– Sell
-698
Closed -$29K – 424
2020
Q2 		$29K Hold
698
– – 0.03% 151
2020
Q1 		$28K Hold
698
– – 0.03% 132
2019
Q4 		$32K Buy
+698
New +$31.4K 0.03% 170

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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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Engrave Wealth Partners's WTRG Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Essential Utilities (WTRG) in Q3 2020, closing a stake of 698 shares — an estimated $29K sold.

Engrave Wealth Partners first reported a position in WTRG in Q4 2019 and held it in 3 quarters. The position peaked at $32K in Q4 2019. 571 funds tracked by Wall St. Rank hold WTRG as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Essential Utilities position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 698 Essential Utilities shares in Q3 2020, an estimated $29K.
  • Engrave Wealth Partners first reported a position in Essential Utilities in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Essential Utilities position peaked at $32K in Q4 2019.
  • 571 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.