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Freedman Financial Associates’s Essential Utilities WTRG Stock Holding History

Freedman Financial Associates’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
-247
Closed -$13K – 442
2022
Q1 		$13K Buy
+247
New +$11.9K 0.01% 336

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PAMS
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Freedman Financial Associates's WTRG Position: Q2 2022 in Review

Freedman Financial Associates sold out of Essential Utilities (WTRG) in Q2 2022, closing a stake of 247 shares — an estimated $13K sold.

Freedman Financial Associates first reported a position in WTRG in Q1 2022 and held it in 1 quarter. The position peaked at $13K in Q1 2022. 634 funds tracked by Wall St. Rank hold WTRG as of Q2 2022.

  • Freedman Financial Associates reported no remaining Essential Utilities position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 247 Essential Utilities shares in Q2 2022, an estimated $13K.
  • Freedman Financial Associates first reported a position in Essential Utilities in Q1 2022 and held it in 1 quarter.
  • Freedman Financial Associates's Essential Utilities position peaked at $13K in Q1 2022.
  • 634 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.