Liberty Wealth Management’s Essential Utilities WTRG Stock Holding History

Liberty Wealth 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
2021 Q4	–	Sell	-1,000	Closed	-$46K	–	1114
2021 Q3	$46K	Hold	1,000	–	–	0.02%	442
2021 Q2	$46K	Hold	1,000	–	–	0.02%	339
2021 Q1	$47K	Hold	1,000	–	–	0.02%	290
2020 Q4	$47K	Hold	1,000	–	–	0.02%	287
2020 Q3	$40K	Buy	+1,000	New	+$43K	0.02%	268
2020 Q1	–	Sell	-11	Closed	–	–	1005
2019 Q4	$0	Buy	+11	New	+$495	﹤0.01%	966
2019 Q3	–	Sell	-1,000	Closed	-$41K	–	996
2019 Q2	$41K	Buy	+1,000	New	+$38.9K	0.04%	276

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 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 $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liberty Wealth Management's WTRG Position: Q4 2021 in Review

Liberty Wealth Management sold out of Essential Utilities (WTRG) in Q4 2021, closing a stake of 1,000 shares — an estimated $46K sold.

Liberty Wealth Management first reported a position in WTRG in Q2 2019 and held it in 7 quarters. The position peaked at $47K in Q1 2021. 646 funds tracked by Wall St. Rank hold WTRG as of Q4 2021.

Liberty Wealth Management reported no remaining Essential Utilities position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 1,000 Essential Utilities shares in Q4 2021, an estimated $46K.
Liberty Wealth Management first reported a position in Essential Utilities in Q2 2019 and held it in 7 quarters.
Liberty Wealth Management's Essential Utilities position peaked at $47K in Q1 2021.
646 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.