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Gofen & Glossberg’s Essential Utilities WTRG Stock Holding History

Gofen & Glossberg’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
2021
Q4 		– Sell
-5,341
Closed -$246K – 637
2021
Q3 		$246K Hold
5,341
– – 0.01% 494
2021
Q2 		$244K Sell
5,341
-300
-5% -$14.1K 0.01% 491
2021
Q1 		$252K Buy
5,641
+825
+17% +$37.3K 0.01% 452
2020
Q4 		$228K Buy
+4,816
New +$214K 0.01% 449

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Gofen & Glossberg's WTRG Position: Q4 2021 in Review

Gofen & Glossberg sold out of Essential Utilities (WTRG) in Q4 2021, closing a stake of 5,341 shares — an estimated $246K sold.

Gofen & Glossberg first reported a position in WTRG in Q4 2020 and held it in 4 quarters. The position peaked at $252K in Q1 2021. 646 funds tracked by Wall St. Rank hold WTRG as of Q4 2021.

  • Gofen & Glossberg reported no remaining Essential Utilities position as of Q4 2021 after selling out during the quarter.
  • Gofen & Glossberg sold 5,341 Essential Utilities shares in Q4 2021, an estimated $246K.
  • Gofen & Glossberg first reported a position in Essential Utilities in Q4 2020 and held it in 4 quarters.
  • Gofen & Glossberg's Essential Utilities position peaked at $252K in Q1 2021.
  • 646 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2021.

Based on Gofen & Glossberg's 13F filing for Q4 2021, filed 25 Jan 2022.