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FSB Premier Wealth Management’s Essential Utilities WTRG Stock Holding History

FSB Premier Wealth Management’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
Q1 		– Sell
-545
Closed -$29K – 509
2021
Q4 		$29K Buy
+545
New +$26.5K 0.01% 305

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PAMS
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Impax Asset Management Group
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Norges Bank
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Amundi
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Invesco
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Northern Trust
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FSB Premier Wealth Management's WTRG Position: Q1 2022 in Review

FSB Premier Wealth Management sold out of Essential Utilities (WTRG) in Q1 2022, closing a stake of 545 shares — an estimated $29K sold.

FSB Premier Wealth Management first reported a position in WTRG in Q4 2021 and held it in 1 quarter. The position peaked at $29K in Q4 2021. 642 funds tracked by Wall St. Rank hold WTRG as of Q1 2022.

  • FSB Premier Wealth Management reported no remaining Essential Utilities position as of Q1 2022 after selling out during the quarter.
  • FSB Premier Wealth Management sold 545 Essential Utilities shares in Q1 2022, an estimated $29K.
  • FSB Premier Wealth Management first reported a position in Essential Utilities in Q4 2021 and held it in 1 quarter.
  • FSB Premier Wealth Management's Essential Utilities position peaked at $29K in Q4 2021.
  • 642 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2022.

Based on FSB Premier Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.