IAMOG
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Investors Asset Management of Georgia’s Essential Utilities WTRG Stock Holding History

Investors Asset Management of Georgia’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
Q4 		– Sell
-10
Closed – – 530
2022
Q3 		$0 Sell
10
-56
-85% -$2.71K ﹤0.01% 662
2022
Q2 		$3K Buy
+66
New +$3.07K ﹤0.01% 518

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 $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T 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

Investors Asset Management of Georgia's WTRG Position: Q4 2022 in Review

Investors Asset Management of Georgia sold out of Essential Utilities (WTRG) in Q4 2022, closing a stake of 10 shares.

Investors Asset Management of Georgia first reported a position in WTRG in Q2 2022 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 657 funds tracked by Wall St. Rank hold WTRG as of Q4 2022.

  • Investors Asset Management of Georgia reported no remaining Essential Utilities position as of Q4 2022 after selling out during the quarter.
  • Investors Asset Management of Georgia sold 10 Essential Utilities shares in Q4 2022.
  • Investors Asset Management of Georgia first reported a position in Essential Utilities in Q2 2022 and held it in 2 quarters.
  • Investors Asset Management of Georgia's Essential Utilities position peaked at $3K in Q2 2022.
  • 657 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2022.

Based on Investors Asset Management of Georgia's 13F filing for Q4 2022, filed 2 Feb 2023.