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Madden Securities’s Essential Utilities WTRG Stock Holding History

Madden Securities’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 		– Sell
-4,167
Closed -$224K – 136
2021
Q4 		$224K Sell
4,167
-4,900
-54% -$238K 0.11% 97
2021
Q3 		$418K Hold
9,067
– – 0.23% 78
2021
Q2 		$414K Buy
+9,067
New +$425K 0.22% 99

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
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 $14.3B AUM 19.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
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

Madden Securities's WTRG Position: Q1 2022 in Review

Madden Securities sold out of Essential Utilities (WTRG) in Q1 2022, closing a stake of 4,167 shares — an estimated $224K sold.

Madden Securities first reported a position in WTRG in Q2 2021 and held it in 3 quarters. The position peaked at $418K in Q3 2021. 642 funds tracked by Wall St. Rank hold WTRG as of Q1 2022.

  • Madden Securities reported no remaining Essential Utilities position as of Q1 2022 after selling out during the quarter.
  • Madden Securities sold 4,167 Essential Utilities shares in Q1 2022, an estimated $224K.
  • Madden Securities first reported a position in Essential Utilities in Q2 2021 and held it in 3 quarters.
  • Madden Securities's Essential Utilities position peaked at $418K in Q3 2021.
  • 642 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2022.

Based on Madden Securities's 13F filing for Q1 2022, filed 28 Apr 2022.