My Personal CFO LLC’s Essential Utilities WTRG Stock Holding History

My Personal CFO LLC’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 Q1	–	Sell	-8	Closed	-$382	–	840
2022 Q4	$382	Buy	+8	New	+$362	﹤0.01%	786

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

My Personal CFO LLC's WTRG Position: Q1 2023 in Review

My Personal CFO LLC sold out of Essential Utilities (WTRG) in Q1 2023, closing a stake of 8 shares — an estimated $382 sold.

My Personal CFO LLC first reported a position in WTRG in Q4 2022 and held it in 1 quarter. The position peaked at $382 in Q4 2022. 648 funds tracked by Wall St. Rank hold WTRG as of Q1 2023.

My Personal CFO LLC reported no remaining Essential Utilities position as of Q1 2023 after selling out during the quarter.
My Personal CFO LLC sold 8 Essential Utilities shares in Q1 2023, an estimated $382.
My Personal CFO LLC first reported a position in Essential Utilities in Q4 2022 and held it in 1 quarter.
My Personal CFO LLC's Essential Utilities position peaked at $382 in Q4 2022.
648 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2023.

Based on My Personal CFO LLC's 13F filing for Q1 2023, filed 21 Apr 2023.