Kings Point Capital Management’s Essential Utilities WTRG Stock Holding History

Kings Point Capital Management’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 Q1	$269K	Sell	5,267 -379	-7%	-$18.3K	0.02%	179
2021 Q4	$303K	Buy	5,646 +379	+7%	+$18.4K	0.02%	190
2021 Q3	$243K	Hold	5,267	–	–	0.02%	192
2021 Q2	$241K	Buy	5,267 +1,681	+47%	+$78.9K	0.02%	201
2021 Q1	$160K	Sell	3,586 -36	-1%	-$1.63K	0.02%	218
2020 Q4	$171K	Buy	3,622 +36	+1%	+$1.6K	0.02%	199
2020 Q3	$144K	Hold	3,586	–	–	0.02%	199
2020 Q2	$151K	Hold	3,586	–	–	0.02%	180
2020 Q1	$146K	Hold	3,586	–	–	0.03%	179
2019 Q4	$168K	Hold	3,586	–	–	0.02%	191
2019 Q3	$161K	Hold	3,586	–	–	0.03%	175
2019 Q2	$148K	Hold	3,586	–	–	0.03%	164
2019 Q1	$131K	Buy	3,586 +1,500	+72%	+$52.9K	0.03%	159
2018 Q4	$71K	Buy	+2,086	New	+$72.3K	0.02%	186

Other funds holding WTRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Kings Point Capital Management's WTRG Position: Q1 2022 in Review

Kings Point Capital Management reduced its Essential Utilities (WTRG) stake by 6.7% in Q1 2022, selling an estimated $18.3K and leaving 5,267 shares worth $269K. The position accounts for 0.02% of the portfolio, ranked #179.

Kings Point Capital Management first reported a position in WTRG in Q4 2018 and has held it in 14 quarters since. The position peaked at $303K in Q4 2021. 642 funds tracked by Wall St. Rank hold WTRG as of Q1 2022.

Kings Point Capital Management held 5,267 shares of Essential Utilities worth $269K as of Q1 2022.
Kings Point Capital Management sold 379 Essential Utilities shares in Q1 2022, an estimated $18.3K.
Essential Utilities made up 0.02% of Kings Point Capital Management's portfolio in Q1 2022, its #179 holding.
Kings Point Capital Management first reported a position in Essential Utilities in Q4 2018 and has held it in 14 quarters since.
Kings Point Capital Management's Essential Utilities position peaked at $303K in Q4 2021.
642 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.