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Mirabella Financial Services’s Essential Utilities WTRG Stock Holding History

Mirabella Financial Services’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
2023
Q2 		– Sell
-17,066
Closed -$745K – 679
2023
Q1 		$745K Buy
+17,066
New +$770K 0.11% 169
2022
Q4 		– Sell
-11,074
Closed -$469K – 542
2022
Q3 		$469K Buy
11,074
+739
+7% +$35.8K 0.05% 177
2022
Q2 		$474K Buy
+10,335
New +$480K 0.05% 255
2021
Q2 		– Sell
-14,337
Closed -$642K – 425
2021
Q1 		$642K Buy
+14,337
New +$647K 0.2% 111
2020
Q4 		– Sell
-78,468
Closed -$3.16M – 499
2020
Q3 		$3.16M Buy
+78,468
New +$3.37M 0.43% 36

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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Mirabella Financial Services's WTRG Position: Q2 2023 in Review

Mirabella Financial Services sold out of Essential Utilities (WTRG) in Q2 2023, closing a stake of 17,066 shares — an estimated $745K sold.

Mirabella Financial Services first reported a position in WTRG in Q3 2020 and held it in 5 quarters. The position peaked at $3.16M in Q3 2020. 625 funds tracked by Wall St. Rank hold WTRG as of Q2 2023.

  • Mirabella Financial Services reported no remaining Essential Utilities position as of Q2 2023 after selling out during the quarter.
  • Mirabella Financial Services sold 17,066 Essential Utilities shares in Q2 2023, an estimated $745K.
  • Mirabella Financial Services first reported a position in Essential Utilities in Q3 2020 and held it in 5 quarters.
  • Mirabella Financial Services's Essential Utilities position peaked at $3.16M in Q3 2020.
  • 625 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2023.

Based on Mirabella Financial Services's 13F filing for Q2 2023, filed 7 Aug 2023.