FourThought Financial’s Essential Utilities WTRG Stock Holding History

FourThought Financial’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 Q3	$34K	Hold	824	–	–	0.01%	727
2022 Q2	$38K	Buy	824 +200	+32%	+$9.29K	0.01%	689
2022 Q1	$32K	Hold	624	–	–	﹤0.01%	794
2021 Q4	$34K	Hold	624	–	–	﹤0.01%	791
2021 Q3	$28K	Hold	624	–	–	﹤0.01%	875
2021 Q2	$28K	Hold	624	–	–	﹤0.01%	867
2021 Q1	$27K	Hold	624	–	–	﹤0.01%	839
2020 Q4	$29K	Buy	+624	New	+$27.7K	﹤0.01%	797

Other funds holding WTRG

BlackRock New York $5.72T AUM 30.48% 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 $155B AUM 29.93% 1-Year Est. Return

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 Paris, France $367B AUM 31.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FourThought Financial's WTRG Position: Q3 2022 in Review

FourThought Financial held its Essential Utilities (WTRG) position steady in Q3 2022 at 824 shares worth $34K. The position accounts for 0.01% of the portfolio, ranked #727.

FourThought Financial first reported a position in WTRG in Q4 2020 and has held it in 8 quarters since. The position peaked at $38K in Q2 2022. 637 funds tracked by Wall St. Rank hold WTRG as of Q3 2022.

FourThought Financial held 824 shares of Essential Utilities worth $34K as of Q3 2022.
FourThought Financial left its Essential Utilities share count unchanged in Q3 2022.
Essential Utilities made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #727 holding.
FourThought Financial first reported a position in Essential Utilities in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Essential Utilities position peaked at $38K in Q2 2022.
637 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.