Gibson Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Gibson Wealth Advisors’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 Q4	$2.58M	Buy	57,015 +56,110	+6,200%	+$2.54M	0.05%	55
2022 Q3	$37K	Hold	905	–	–	0.04%	57
2022 Q2	$41K	Hold	905	–	–	0.05%	50
2022 Q1	$46K	Hold	905	–	–	0.05%	53
2021 Q4	$49K	Buy	+905	New	+$43.9K	0.05%	43

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

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

Gibson Wealth Advisors's WTRG Position: Q4 2022 in Review

Gibson Wealth Advisors increased its Essential Utilities (WTRG) stake by 6,200% in Q4 2022, buying an estimated $2.54M and bringing the position to 57,015 shares worth $2.58M. The position accounts for 0.05% of the portfolio, ranked #55.

Gibson Wealth Advisors first reported a position in WTRG in Q4 2021 and has held it in 5 quarters since. 656 funds tracked by Wall St. Rank hold WTRG as of Q4 2022.

Gibson Wealth Advisors held 57,015 shares of Essential Utilities worth $2.58M as of Q4 2022.
Gibson Wealth Advisors bought 56,110 Essential Utilities shares in Q4 2022, an estimated $2.54M.
Essential Utilities made up 0.05% of Gibson Wealth Advisors's portfolio in Q4 2022, its #55 holding.
Gibson Wealth Advisors first reported a position in Essential Utilities in Q4 2021 and has held it in 5 quarters since.
656 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2022.

Based on Gibson Wealth Advisors's 13F filing for Q4 2022, filed 8 Feb 2023.