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Founders Financial Alliance’s Essential Utilities WTRG Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-196
Closed -$8K – 1250
2020
Q3 		$8K Buy
+196
New +$8.42K ﹤0.01% 849

Other funds holding WTRG

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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
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Founders Financial Alliance's WTRG Position: Q4 2020 in Review

Founders Financial Alliance sold out of Essential Utilities (WTRG) in Q4 2020, closing a stake of 196 shares — an estimated $8K sold.

Founders Financial Alliance first reported a position in WTRG in Q3 2020 and held it in 1 quarter. The position peaked at $8K in Q3 2020. 597 funds tracked by Wall St. Rank hold WTRG as of Q4 2020.

  • Founders Financial Alliance reported no remaining Essential Utilities position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 196 Essential Utilities shares in Q4 2020, an estimated $8K.
  • Founders Financial Alliance first reported a position in Essential Utilities in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Essential Utilities position peaked at $8K in Q3 2020.
  • 597 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.