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High Net Worth Advisory Group’s Essential Utilities WTRG Stock Holding History

High Net Worth Advisory Group’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
-190
Closed -$9K – 729
2022
Q2 		$9K Hold
190
– – ﹤0.01% 544
2022
Q1 		$10K Hold
190
– – ﹤0.01% 534
2021
Q4 		$10K Buy
+190
New +$9.23K ﹤0.01% 546

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $181B AUM 41.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $416B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

High Net Worth Advisory Group's WTRG Position: Q3 2022 in Review

High Net Worth Advisory Group sold out of Essential Utilities (WTRG) in Q3 2022, closing a stake of 190 shares — an estimated $9K sold.

High Net Worth Advisory Group first reported a position in WTRG in Q4 2021 and held it in 3 quarters. The position peaked at $10K in Q1 2022. 637 funds tracked by Wall St. Rank hold WTRG as of Q3 2022.

  • High Net Worth Advisory Group reported no remaining Essential Utilities position as of Q3 2022 after selling out during the quarter.
  • High Net Worth Advisory Group sold 190 Essential Utilities shares in Q3 2022, an estimated $9K.
  • High Net Worth Advisory Group first reported a position in Essential Utilities in Q4 2021 and held it in 3 quarters.
  • High Net Worth Advisory Group's Essential Utilities position peaked at $10K in Q1 2022.
  • 637 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2022.

Based on High Net Worth Advisory Group's 13F filing for Q3 2022, filed 24 Oct 2022.