First Hawaiian Bank’s Essential Utilities WTRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-5,525
Closed -$264K 890
2022
Q4
$264K Sell
5,525
-8,790
-61% -$398K 0.01% 735
2022
Q3
$592K Sell
14,315
-6,005
-30% -$291K 0.02% 464
2022
Q2
$932K Hold
20,320
0.03% 369
2022
Q1
$1.04M Buy
20,320
+3,205
+19% +$155K 0.03% 368
2021
Q4
$919K Buy
+17,115
New +$831K 0.03% 423

Other funds holding WTRG

First Hawaiian Bank's WTRG Position: Q1 2023 in Review

First Hawaiian Bank sold out of Essential Utilities (WTRG) in Q1 2023, closing a stake of 5,525 shares — an estimated $264K sold.

First Hawaiian Bank first reported a position in WTRG in Q4 2021 and held it in 5 quarters. The position peaked at $1.04M in Q1 2022. 648 funds tracked by Wall St. Rank hold WTRG as of Q1 2023.

  • First Hawaiian Bank reported no remaining Essential Utilities position as of Q1 2023 after selling out during the quarter.
  • First Hawaiian Bank sold 5,525 Essential Utilities shares in Q1 2023, an estimated $264K.
  • First Hawaiian Bank first reported a position in Essential Utilities in Q4 2021 and held it in 5 quarters.
  • First Hawaiian Bank's Essential Utilities position peaked at $1.04M in Q1 2022.
  • 648 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2023.

Based on First Hawaiian Bank's 13F filing for Q1 2023, filed 18 Apr 2023.