Fort Pitt Capital Group’s Essential Utilities WTRG Stock Holding History

Fort Pitt Capital Group’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
2021 Q3	–	Sell	-9,220	Closed	-$421K	–	176
2021 Q2	$421K	Buy	+9,220	New	+$433K	0.02%	128
2020 Q3	–	Sell	-5,831	Closed	-$246K	–	167
2020 Q2	$246K	Hold	5,831	–	–	0.01%	152
2020 Q1	$237K	Buy	5,831 +4	+0.1%	+$189	0.02%	151
2019 Q4	$274K	Hold	5,827	–	–	0.02%	138
2019 Q3	$261K	Buy	+5,827	New	+$250K	0.02%	134

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 $3.38T AUM 44.17% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

PAMS

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

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

Norges Bank Oslo, Norway $1T AUM

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

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

Fort Pitt Capital Group's WTRG Position: Q3 2021 in Review

Fort Pitt Capital Group sold out of Essential Utilities (WTRG) in Q3 2021, closing a stake of 9,220 shares — an estimated $421K sold.

Fort Pitt Capital Group first reported a position in WTRG in Q3 2019 and held it in 5 quarters. The position peaked at $421K in Q2 2021. 596 funds tracked by Wall St. Rank hold WTRG as of Q3 2021.

Fort Pitt Capital Group reported no remaining Essential Utilities position as of Q3 2021 after selling out during the quarter.
Fort Pitt Capital Group sold 9,220 Essential Utilities shares in Q3 2021, an estimated $421K.
Fort Pitt Capital Group first reported a position in Essential Utilities in Q3 2019 and held it in 5 quarters.
Fort Pitt Capital Group's Essential Utilities position peaked at $421K in Q2 2021.
596 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2021.

Based on Fort Pitt Capital Group's 13F filing for Q3 2021, filed 5 Nov 2021.