Hoover Financial Advisors’s Essential Utilities WTRG Stock Holding History

Hoover 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
2021 Q2	$478K	Hold	10,453	–	–	0.09%	77
2021 Q1	$488K	Buy	10,453 +1,032	+11%	+$46.6K	0.09%	72
2020 Q4	$429K	Sell	9,421 -902	-9%	-$40.1K	0.11%	61
2020 Q3	$416K	Buy	10,323 +1,162	+13%	+$49.9K	0.14%	58
2020 Q2	$387K	Hold	9,161	–	–	0.15%	53
2020 Q1	$373K	Sell	9,161 -2,718	-23%	-$128K	0.21%	47
2019 Q4	$558K	Sell	11,879 -205	-2%	-$9.23K	0.27%	43
2019 Q3	$542K	Hold	12,084	–	–	0.48%	29
2019 Q2	$500K	Sell	12,084 -1,976	-14%	-$76.9K	0.46%	28
2019 Q1	$512K	Sell	14,060 -1,518	-10%	-$53.5K	0.49%	28
2018 Q4	$533K	Buy	+15,578	New	+$540K	0.59%	25

Other funds holding WTRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hoover Financial Advisors's WTRG Position: Q2 2021 in Review

Hoover Financial Advisors held its Essential Utilities (WTRG) position steady in Q2 2021 at 10,453 shares worth $478K. The position accounts for 0.09% of the portfolio, ranked #77.

Hoover Financial Advisors first reported a position in WTRG in Q4 2018 and has held it in 11 quarters since. The position peaked at $558K in Q4 2019. 588 funds tracked by Wall St. Rank hold WTRG as of Q2 2021.

Hoover Financial Advisors held 10,453 shares of Essential Utilities worth $478K as of Q2 2021.
Hoover Financial Advisors left its Essential Utilities share count unchanged in Q2 2021.
Essential Utilities made up 0.09% of Hoover Financial Advisors's portfolio in Q2 2021, its #77 holding.
Hoover Financial Advisors first reported a position in Essential Utilities in Q4 2018 and has held it in 11 quarters since.
Hoover Financial Advisors's Essential Utilities position peaked at $558K in Q4 2019.
588 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.