FC
WTRG icon

FORA Capital’s Essential Utilities WTRG Stock Holding History

FORA Capital’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
-17,065
Closed -$706K – 654
2022
Q3 		$706K Buy
+17,065
New +$827K 0.14% 209
2020
Q4 		– Sell
-4,573
Closed -$184K – 1164
2020
Q3 		$184K Buy
+4,573
New +$196K 0.12% 186
2020
Q2 		– Sell
-16,581
Closed -$675K – 1365
2020
Q1 		$675K Sell
16,581
-15,232
-48% -$719K 0.15% 179
2019
Q4 		$1.49M Buy
+31,813
New +$1.43M 0.15% 175

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FORA Capital's WTRG Position: Q4 2022 in Review

FORA Capital sold out of Essential Utilities (WTRG) in Q4 2022, closing a stake of 17,065 shares — an estimated $706K sold.

FORA Capital first reported a position in WTRG in Q4 2019 and held it in 4 quarters. The position peaked at $1.49M in Q4 2019. 656 funds tracked by Wall St. Rank hold WTRG as of Q4 2022.

  • FORA Capital reported no remaining Essential Utilities position as of Q4 2022 after selling out during the quarter.
  • FORA Capital sold 17,065 Essential Utilities shares in Q4 2022, an estimated $706K.
  • FORA Capital first reported a position in Essential Utilities in Q4 2019 and held it in 4 quarters.
  • FORA Capital's Essential Utilities position peaked at $1.49M in Q4 2019.
  • 656 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2022.

Based on FORA Capital's 13F filing for Q4 2022, filed 8 Feb 2023.