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Garrett Wealth Advisory Group’s Essential Utilities WTRG Stock Holding History

Garrett Wealth 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
2019
Q4 		– Sell
-826
Closed -$37K – 642
2019
Q3 		$37K Buy
+826
New +$35.5K 0.03% 150

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 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 $1T AUM
BPSG
Brookfield Public Securities Group New York $6.17B AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Garrett Wealth Advisory Group's WTRG Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Essential Utilities (WTRG) in Q4 2019, closing a stake of 826 shares — an estimated $37K sold.

Garrett Wealth Advisory Group first reported a position in WTRG in Q3 2019 and held it in 1 quarter. The position peaked at $37K in Q3 2019. 595 funds tracked by Wall St. Rank hold WTRG as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Essential Utilities position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 826 Essential Utilities shares in Q4 2019, an estimated $37K.
  • Garrett Wealth Advisory Group first reported a position in Essential Utilities in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Essential Utilities position peaked at $37K in Q3 2019.
  • 595 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.