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Fortitude Advisory Group’s Essential Utilities WTRG Stock Holding History

Fortitude Advisory 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
2022
Q2 		– Sell
-590
Closed -$30K – 1312
2022
Q1 		$30K Sell
590
-55
-9% -$2.65K 0.02% 694
2021
Q4 		$35K Buy
+645
New +$31.3K 0.02% 653

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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

Fortitude Advisory Group's WTRG Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Essential Utilities (WTRG) in Q2 2022, closing a stake of 590 shares — an estimated $30K sold.

Fortitude Advisory Group first reported a position in WTRG in Q4 2021 and held it in 2 quarters. The position peaked at $35K in Q4 2021. 634 funds tracked by Wall St. Rank hold WTRG as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Essential Utilities position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 590 Essential Utilities shares in Q2 2022, an estimated $30K.
  • Fortitude Advisory Group first reported a position in Essential Utilities in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Essential Utilities position peaked at $35K in Q4 2021.
  • 634 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.