Grandview Asset Management’s Essential Utilities WTRG Stock Holding History

Grandview Asset 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
2021 Q2	–	Sell	-296	Closed	-$13K	–	489
2021 Q1	$13K	Buy	+296	New	+$13.4K	0.01%	311
2020 Q1	–	Sell	-16,041	Closed	-$736K	–	79
2019 Q4	$736K	Sell	16,041 -637	-4%	-$28.7K	0.7%	36
2019 Q3	$749K	Buy	+16,678	New	+$716K	0.68%	42

Other funds holding WTRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Grandview Asset Management's WTRG Position: Q2 2021 in Review

Grandview Asset Management sold out of Essential Utilities (WTRG) in Q2 2021, closing a stake of 296 shares — an estimated $13K sold.

Grandview Asset Management first reported a position in WTRG in Q3 2019 and held it in 3 quarters. The position peaked at $749K in Q3 2019. 589 funds tracked by Wall St. Rank hold WTRG as of Q2 2021.

Grandview Asset Management reported no remaining Essential Utilities position as of Q2 2021 after selling out during the quarter.
Grandview Asset Management sold 296 Essential Utilities shares in Q2 2021, an estimated $13K.
Grandview Asset Management first reported a position in Essential Utilities in Q3 2019 and held it in 3 quarters.
Grandview Asset Management's Essential Utilities position peaked at $749K in Q3 2019.
589 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2021.

Based on Grandview Asset Management's 13F filing for Q2 2021, filed 21 Jul 2021.