HA
WTRG icon

Herold Advisors’s Essential Utilities WTRG Stock Holding History

Herold 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 		– Sell
-800
Closed -$40.9K – 679
2022
Q1 		$40.9K Buy
+800
New +$38.6K 0.01% 405
2021
Q4 		– Sell
-800
Closed -$36K – 653
2021
Q3 		$36K Buy
+800
New +$38.8K 0.01% 430

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $155B AUM 29.93% 1-Year Est. Return
State Street
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
Amundi Paris, France $367B AUM 31.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Herold Advisors's WTRG Position: Q2 2022 in Review

Herold Advisors sold out of Essential Utilities (WTRG) in Q2 2022, closing a stake of 800 shares — an estimated $40.9K sold.

Herold Advisors first reported a position in WTRG in Q3 2021 and held it in 2 quarters. The position peaked at $40.9K in Q1 2022. 634 funds tracked by Wall St. Rank hold WTRG as of Q2 2022.

  • Herold Advisors reported no remaining Essential Utilities position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 800 Essential Utilities shares in Q2 2022, an estimated $40.9K.
  • Herold Advisors first reported a position in Essential Utilities in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Essential Utilities position peaked at $40.9K in Q1 2022.
  • 634 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.