Evoke Wealth’s Essential Utilities WTRG Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-132	Closed	-$5K	–	1151
2022 Q3	$5K	Hold	132	–	–	﹤0.01%	894
2022 Q2	$6K	Hold	132	–	–	﹤0.01%	873
2022 Q1	$7K	Hold	132	–	–	﹤0.01%	847
2021 Q4	$7K	Hold	132	–	–	﹤0.01%	853
2021 Q3	$6K	Hold	132	–	–	﹤0.01%	831
2021 Q2	$6K	Sell	132 -111	-46%	-$5.21K	﹤0.01%	849
2021 Q1	$11K	Buy	243 +111	+84%	+$5.01K	﹤0.01%	682
2020 Q4	$6K	Hold	132	–	–	﹤0.01%	694
2020 Q3	$5K	Hold	132	–	–	﹤0.01%	688
2020 Q2	$6K	Hold	132	–	–	﹤0.01%	645
2020 Q1	$5.37K	Hold	132	–	–	﹤0.01%	595
2019 Q4	$6.2K	Hold	132	–	–	﹤0.01%	864
2019 Q3	$5.92K	Buy	+132	New	+$5.67K	﹤0.01%	958

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 $3.37T AUM 44.26% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 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 $15.4B AUM 26.43% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Evoke Wealth's WTRG Position: Q4 2022 in Review

Evoke Wealth sold out of Essential Utilities (WTRG) in Q4 2022, closing a stake of 132 shares — an estimated $5K sold.

Evoke Wealth first reported a position in WTRG in Q3 2019 and held it in 13 quarters. The position peaked at $11K in Q1 2021. 655 funds tracked by Wall St. Rank hold WTRG as of Q4 2022.

Evoke Wealth reported no remaining Essential Utilities position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 132 Essential Utilities shares in Q4 2022, an estimated $5K.
Evoke Wealth first reported a position in Essential Utilities in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Essential Utilities position peaked at $11K in Q1 2021.
655 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.