IWA
WTRG icon

IBEX Wealth Advisors’s Essential Utilities WTRG Stock Holding History

IBEX Wealth 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
Q4 		– Sell
-3,221
Closed -$148K – 428
2021
Q3 		$148K Buy
+3,221
New +$156K 0.03% 201

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IBEX Wealth Advisors's WTRG Position: Q4 2021 in Review

IBEX Wealth Advisors sold out of Essential Utilities (WTRG) in Q4 2021, closing a stake of 3,221 shares — an estimated $148K sold.

IBEX Wealth Advisors first reported a position in WTRG in Q3 2021 and held it in 1 quarter. The position peaked at $148K in Q3 2021. 646 funds tracked by Wall St. Rank hold WTRG as of Q4 2021.

  • IBEX Wealth Advisors reported no remaining Essential Utilities position as of Q4 2021 after selling out during the quarter.
  • IBEX Wealth Advisors sold 3,221 Essential Utilities shares in Q4 2021, an estimated $148K.
  • IBEX Wealth Advisors first reported a position in Essential Utilities in Q3 2021 and held it in 1 quarter.
  • IBEX Wealth Advisors's Essential Utilities position peaked at $148K in Q3 2021.
  • 646 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2021.

Based on IBEX Wealth Advisors's 13F filing for Q4 2021, filed 22 Feb 2022.