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Financial Management Professionals’s Essential Utilities WTRG Stock Holding History

Financial Management Professionals’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
2023
Q3 		– Sell
-11
Closed – – 1072
2023
Q2 		$0 Buy
+11
New +$462 ﹤0.01% 1143
2023
Q1 		– Sell
-7
Closed – – 1161
2022
Q4 		$0 Buy
+7
New +$317 ﹤0.01% 1099
2022
Q2 		– Sell
-24
Closed -$1K – 1151
2022
Q1 		$1K Hold
24
– – ﹤0.01% 987
2021
Q4 		$1K Hold
24
– – ﹤0.01% 926
2021
Q3 		$1K Hold
24
– – ﹤0.01% 912
2021
Q2 		$1K Buy
+24
New +$1.13K ﹤0.01% 859
2016
Q3 		– Sell
-272
Closed -$9K – 427
2016
Q2 		$9K Buy
+272
New +$8.86K ﹤0.01% 223

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Financial Management Professionals's WTRG Position: Q3 2023 in Review

Financial Management Professionals sold out of Essential Utilities (WTRG) in Q3 2023, closing a stake of 11 shares.

Financial Management Professionals first reported a position in WTRG in Q2 2016 and held it in 7 quarters. The position peaked at $9K in Q2 2016. 581 funds tracked by Wall St. Rank hold WTRG as of Q3 2023.

  • Financial Management Professionals reported no remaining Essential Utilities position as of Q3 2023 after selling out during the quarter.
  • Financial Management Professionals sold 11 Essential Utilities shares in Q3 2023.
  • Financial Management Professionals first reported a position in Essential Utilities in Q2 2016 and held it in 7 quarters.
  • Financial Management Professionals's Essential Utilities position peaked at $9K in Q2 2016.
  • 581 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2023.

Based on Financial Management Professionals's 13F filing for Q3 2023, filed 13 Oct 2023.