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Heritage Financial Services’s Essential Utilities WTRG Stock Holding History

Heritage Financial Services’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
Q3 		– Sell
-146
Closed -$6K – 498
2022
Q2 		$6K Buy
+146
New +$6.78K ﹤0.01% 340

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Heritage Financial Services's WTRG Position: Q3 2022 in Review

Heritage Financial Services sold out of Essential Utilities (WTRG) in Q3 2022, closing a stake of 146 shares — an estimated $6K sold.

Heritage Financial Services first reported a position in WTRG in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 636 funds tracked by Wall St. Rank hold WTRG as of Q3 2022.

  • Heritage Financial Services reported no remaining Essential Utilities position as of Q3 2022 after selling out during the quarter.
  • Heritage Financial Services sold 146 Essential Utilities shares in Q3 2022, an estimated $6K.
  • Heritage Financial Services first reported a position in Essential Utilities in Q2 2022 and held it in 1 quarter.
  • Heritage Financial Services's Essential Utilities position peaked at $6K in Q2 2022.
  • 636 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.