First Command Financial Services’s Essential Utilities WTRG Stock Holding History

First Command Financial Services’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 Q2	$26.6K	Hold	666	–	–	﹤0.01%	282
2023 Q1	$29.1K	Hold	666	–	–	﹤0.01%	267
2022 Q4	$32K	Hold	666	–	–	﹤0.01%	258
2022 Q3	$28K	Sell	666 -419	-39%	-$20.3K	﹤0.01%	263
2022 Q2	$50K	Hold	1,085	–	–	0.01%	230
2022 Q1	$55K	Hold	1,085	–	–	0.01%	234
2021 Q4	$58K	Buy	1,085 +419	+63%	+$20.3K	0.01%	240
2021 Q3	$31K	Hold	666	–	–	0.01%	290
2021 Q2	$30K	Hold	666	–	–	﹤0.01%	290
2021 Q1	$30K	Hold	666	–	–	0.01%	271
2020 Q4	$31K	Hold	666	–	–	0.01%	242
2020 Q3	$27K	Hold	666	–	–	0.01%	226
2020 Q2	$28K	Hold	666	–	–	0.01%	221
2020 Q1	$27K	Hold	666	–	–	0.01%	217
2019 Q4	$31K	Sell	666 -666	-50%	-$30K	0.01%	233
2019 Q3	$60K	Hold	1,332	–	–	0.03%	192
2019 Q2	$55K	Hold	1,332	–	–	0.03%	195
2019 Q1	$49K	Hold	1,332	–	–	0.02%	202
2018 Q4	$46K	Buy	+1,332	New	+$46.2K	0.02%	212
2018 Q3	–	Sell	-220	Closed	-$8K	–	404
2018 Q2	$8K	Hold	220	–	–	﹤0.01%	358
2018 Q1	$7K	Hold	220	–	–	﹤0.01%	379
2017 Q4	$9K	Hold	220	–	–	0.01%	356
2017 Q3	$7K	Buy	+220	New	+$7.37K	﹤0.01%	363

Other funds holding WTRG

BlackRock New York $5.72T AUM 30.48% 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 $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

PAMS

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

First Command Financial Services's WTRG Position: Q2 2023 in Review

First Command Financial Services held its Essential Utilities (WTRG) position steady in Q2 2023 at 666 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #282.

First Command Financial Services first reported a position in WTRG in Q3 2017 and has held it in 23 quarters since. The position peaked at $60K in Q3 2019. 626 funds tracked by Wall St. Rank hold WTRG as of Q2 2023.

First Command Financial Services held 666 shares of Essential Utilities worth $26.6K as of Q2 2023.
First Command Financial Services left its Essential Utilities share count unchanged in Q2 2023.
Essential Utilities made up ﹤0.01% of First Command Financial Services's portfolio in Q2 2023, its #282 holding.
First Command Financial Services first reported a position in Essential Utilities in Q3 2017 and has held it in 23 quarters since.
First Command Financial Services's Essential Utilities position peaked at $60K in Q3 2019.
626 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2023.

Based on First Command Financial Services's 13F filing for Q2 2023, filed 21 Jul 2023.