Lenox Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Lenox 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
2022 Q1	$64K	Buy	1,236 +120	+11%	+$5.79K	0.01%	223
2021 Q4	$60K	Buy	1,116 +6	+0.5%	+$291	0.01%	234
2021 Q3	$51K	Buy	1,110 +6	+0.5%	+$291	0.01%	230
2021 Q2	$50K	Sell	1,104 -66	-6%	-$3.1K	0.01%	234
2021 Q1	$52K	Buy	1,170 +78	+7%	+$3.52K	0.01%	185
2020 Q4	$52K	Buy	1,092 +6	+0.6%	+$267	0.01%	181
2020 Q3	$44K	Buy	1,086 +6	+0.6%	+$258	0.01%	181
2020 Q2	$46K	Buy	1,080 +6	+0.6%	+$253	0.01%	173
2020 Q1	$44K	Buy	1,074 +6	+0.6%	+$283	0.01%	150
2019 Q4	$50K	Buy	1,068 +5	+0.5%	+$225	0.01%	178
2019 Q3	$48K	Buy	1,063 +6	+0.6%	+$258	0.01%	162
2019 Q2	$44K	Buy	1,057 +5	+0.5%	+$195	0.01%	152
2019 Q1	$38K	Buy	1,052 +7	+0.7%	+$247	0.01%	151
2018 Q4	$36K	Sell	1,045 -37	-3%	-$1.28K	0.01%	150
2018 Q3	$40K	Sell	1,082 -232	-18%	-$8.58K	0.01%	155
2018 Q2	$46K	Buy	1,314 +245	+23%	+$8.39K	0.01%	147
2018 Q1	$36K	Buy	1,069 +14	+1%	+$487	0.01%	197
2017 Q4	$41K	Buy	1,055 +40	+4%	+$1.46K	0.01%	107
2017 Q3	$34K	Buy	1,015 +6	+0.6%	+$201	0.01%	60
2017 Q2	$34K	Buy	1,009 +6	+0.6%	+$197	0.01%	73
2017 Q1	$32K	Buy	1,003 +6	+0.6%	+$184	0.01%	57
2016 Q4	$30K	Buy	997 +6	+0.6%	+$179	0.01%	68
2016 Q3	$30K	Buy	991 +7	+0.7%	+$227	0.01%	115
2016 Q2	$35K	Buy	984 +5	+0.5%	+$163	0.01%	105
2016 Q1	$31K	Buy	979 +6	+0.6%	+$186	0.01%	115
2015 Q4	$29K	Buy	973 +5	+0.5%	+$144	0.01%	117
2015 Q3	$26K	Buy	968 +7	+0.7%	+$179	0.01%	122
2015 Q2	$24K	Buy	961 +6	+0.6%	+$157	0.01%	95
2015 Q1	$25K	Buy	955 +6	+0.6%	+$160	0.01%	111
2014 Q4	$25K	Buy	949 +6	+0.6%	+$154	0.01%	115
2014 Q3	$22K	Buy	943 +6	+0.6%	+$147	0.01%	125
2014 Q2	$23K	Buy	937 +6	+0.6%	+$151	0.01%	100
2014 Q1	$23K	Buy	931 +5	+0.5%	+$121	0.01%	93
2013 Q4	$22K	Buy	926 +6	+0.7%	+$146	0.02%	108
2013 Q3	$23K	Buy	920 +5	+0.5%	+$128	0.02%	59
2013 Q2	$23K	Buy	+915	New	+$23.2K	0.03%	64

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

Lenox Wealth Advisors's WTRG Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Essential Utilities (WTRG) stake by 11% in Q1 2022, buying an estimated $5.79K and bringing the position to 1,236 shares worth $64K. The position accounts for 0.01% of the portfolio, ranked #223.

Lenox Wealth Advisors first reported a position in WTRG in Q2 2013 and has held it in 36 quarters since. 642 funds tracked by Wall St. Rank hold WTRG as of Q1 2022.

Lenox Wealth Advisors held 1,236 shares of Essential Utilities worth $64K as of Q1 2022.
Lenox Wealth Advisors bought 120 Essential Utilities shares in Q1 2022, an estimated $5.79K.
Essential Utilities made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #223 holding.
Lenox Wealth Advisors first reported a position in Essential Utilities in Q2 2013 and has held it in 36 quarters since.
642 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.