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Harbor Investment Advisory’s Essential Utilities WTRG Stock Holding History

Harbor Investment Advisory’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
-93
Closed -$4K – 1314
2021
Q1 		$4K Buy
+93
New +$4.2K ﹤0.01% 1108

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Harbor Investment Advisory's WTRG Position: Q2 2021 in Review

Harbor Investment Advisory sold out of Essential Utilities (WTRG) in Q2 2021, closing a stake of 93 shares — an estimated $4K sold.

Harbor Investment Advisory first reported a position in WTRG in Q1 2021 and held it in 1 quarter. The position peaked at $4K in Q1 2021. 588 funds tracked by Wall St. Rank hold WTRG as of Q2 2021.

  • Harbor Investment Advisory reported no remaining Essential Utilities position as of Q2 2021 after selling out during the quarter.
  • Harbor Investment Advisory sold 93 Essential Utilities shares in Q2 2021, an estimated $4K.
  • Harbor Investment Advisory first reported a position in Essential Utilities in Q1 2021 and held it in 1 quarter.
  • Harbor Investment Advisory's Essential Utilities position peaked at $4K in Q1 2021.
  • 588 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2021.

Based on Harbor Investment Advisory's 13F filing for Q2 2021, filed 27 Jul 2021.