HC Financial Advisors’s Essential Utilities WTRG Stock Holding History

HC Financial 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 Q2	$24K	Hold	531	–	–	0.02%	179
2022 Q1	$27K	Hold	531	–	–	0.02%	174
2021 Q4	$29K	Hold	531	–	–	0.02%	178
2021 Q3	$24K	Hold	531	–	–	0.01%	181
2021 Q2	$24K	Hold	531	–	–	0.01%	176
2021 Q1	$24K	Hold	531	–	–	0.01%	179
2020 Q4	$25K	Hold	531	–	–	0.02%	184
2020 Q3	$21K	Hold	531	–	–	0.02%	179
2020 Q2	$22K	Hold	531	–	–	0.02%	170
2020 Q1	$22K	Buy	+531	New	+$25.1K	0.02%	171

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

PAMS

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

Amundi Paris, France $367B AUM 31.23% 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

HC Financial Advisors's WTRG Position: Q2 2022 in Review

HC Financial Advisors held its Essential Utilities (WTRG) position steady in Q2 2022 at 531 shares worth $24K. The position accounts for 0.02% of the portfolio, ranked #179.

HC Financial Advisors first reported a position in WTRG in Q1 2020 and has held it in 10 quarters since. The position peaked at $29K in Q4 2021. 635 funds tracked by Wall St. Rank hold WTRG as of Q2 2022.

HC Financial Advisors held 531 shares of Essential Utilities worth $24K as of Q2 2022.
HC Financial Advisors left its Essential Utilities share count unchanged in Q2 2022.
Essential Utilities made up 0.02% of HC Financial Advisors's portfolio in Q2 2022, its #179 holding.
HC Financial Advisors first reported a position in Essential Utilities in Q1 2020 and has held it in 10 quarters since.
HC Financial Advisors's Essential Utilities position peaked at $29K in Q4 2021.
635 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.