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Good Life Advisors’s Essential Utilities WTRG Stock Holding History

Good Life 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
2023
Q3 		– Sell
-20,973
Closed -$837K – 441
2023
Q2 		$837K Buy
20,973
+6,051
+41% +$254K 0.09% 169
2023
Q1 		$651K Buy
14,922
+13
+0.1% +$586 0.08% 177
2022
Q4 		$712K Buy
14,909
+10
+0.1% +$453 0.1% 164
2022
Q3 		$617K Buy
14,899
+11
+0.1% +$533 0.09% 163
2022
Q2 		$683K Sell
14,888
-9
-0.1% -$418 0.1% 153
2022
Q1 		$762K Sell
14,897
-71
-0.5% -$3.43K 0.1% 149
2021
Q4 		$804K Buy
14,968
+101
+0.7% +$4.9K 0.1% 152
2021
Q3 		$685K Buy
14,867
+2,565
+21% +$124K 0.09% 155
2021
Q2 		$562K Buy
12,302
+510
+4% +$23.9K 0.11% 148
2021
Q1 		$531K Buy
11,792
+5
+0% +$226 0.11% 149
2020
Q4 		$557K Buy
11,787
+5
+0% +$222 0.13% 127
2020
Q3 		$472K Buy
11,782
+6
+0.1% +$258 0.13% 128
2020
Q2 		$498K Sell
11,776
-41
-0.3% -$1.73K 0.15% 107
2020
Q1 		$480K Sell
11,817
-54
-0.5% -$2.55K 0.17% 103
2019
Q4 		$559K Buy
11,871
+258
+2% +$11.6K 0.16% 113
2019
Q3 		$524K Sell
11,613
-105
-0.9% -$4.51K 0.16% 112
2019
Q2 		$481K Buy
11,718
+50
+0.4% +$1.95K 0.14% 118
2019
Q1 		$424K Sell
11,668
-81
-0.7% -$2.85K 0.13% 134
2018
Q4 		$402K Buy
11,749
+1,138
+11% +$39.5K 0.13% 129
2018
Q3 		$393K Buy
10,611
+6
+0.1% +$222 0.11% 144
2018
Q2 		$370K Buy
10,605
+416
+4% +$14.3K 0.12% 138
2018
Q1 		$340K Buy
10,189
+250
+3% +$8.7K 0.12% 135
2017
Q4 		$377K Sell
9,939
-235
-2% -$8.57K 0.12% 136
2017
Q3 		$344K Buy
10,174
+457
+5% +$15.3K 0.13% 127
2017
Q2 		$319K Buy
9,717
+13
+0.1% +$426 0.14% 130
2017
Q1 		$316K Buy
9,704
+990
+11% +$30.4K 0.15% 125
2016
Q4 		$263K Buy
+8,714
New +$260K 0.15% 114

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $181B AUM 41.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Good Life Advisors's WTRG Position: Q3 2023 in Review

Good Life Advisors sold out of Essential Utilities (WTRG) in Q3 2023, closing a stake of 20,973 shares — an estimated $837K sold.

Good Life Advisors first reported a position in WTRG in Q4 2016 and held it in 27 quarters. The position peaked at $837K in Q2 2023. 582 funds tracked by Wall St. Rank hold WTRG as of Q3 2023.

  • Good Life Advisors reported no remaining Essential Utilities position as of Q3 2023 after selling out during the quarter.
  • Good Life Advisors sold 20,973 Essential Utilities shares in Q3 2023, an estimated $837K.
  • Good Life Advisors first reported a position in Essential Utilities in Q4 2016 and held it in 27 quarters.
  • Good Life Advisors's Essential Utilities position peaked at $837K in Q2 2023.
  • 582 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2023.

Based on Good Life Advisors's 13F filing for Q3 2023, filed 19 Oct 2023.