Obermeyer Wealth Partners’s Essential Utilities WTRG Stock Holding History

Obermeyer Wealth Partners’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 Q4	–	Sell	-6,350	Closed	-$218K	–	226
2023 Q3	$218K	Hold	6,350	–	–	0.02%	197
2023 Q2	$253K	Hold	6,350	–	–	0.02%	179
2023 Q1	$277K	Hold	6,350	–	–	0.02%	173
2022 Q4	$303K	Hold	6,350	–	–	0.02%	160
2022 Q3	$263K	Hold	6,350	–	–	0.02%	166
2022 Q2	$291K	Hold	6,350	–	–	0.02%	148
2022 Q1	$325K	Hold	6,350	–	–	0.02%	164
2021 Q4	$341K	Hold	6,350	–	–	0.02%	157
2021 Q3	$293K	Hold	6,350	–	–	0.02%	173
2021 Q2	$290K	Hold	6,350	–	–	0.02%	173
2021 Q1	$284K	Buy	6,350 +1,394	+28%	+$62.9K	0.02%	169
2020 Q4	$234K	Buy	+4,956	New	+$220K	0.02%	139
2020 Q3	–	Sell	-4,956	Closed	-$209K	–	153
2020 Q2	$209K	Hold	4,956	–	–	0.02%	129
2020 Q1	$202K	Hold	4,956	–	–	0.02%	115
2019 Q4	$233K	Hold	4,956	–	–	0.02%	116
2019 Q3	$222K	Hold	4,956	–	–	0.02%	114
2019 Q2	$205K	Buy	+4,956	New	+$193K	0.02%	113

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 $3.37T AUM 44.26% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Obermeyer Wealth Partners's WTRG Position: Q4 2023 in Review

Obermeyer Wealth Partners sold out of Essential Utilities (WTRG) in Q4 2023, closing a stake of 6,350 shares — an estimated $218K sold.

Obermeyer Wealth Partners first reported a position in WTRG in Q2 2019 and held it in 17 quarters. The position peaked at $341K in Q4 2021. 622 funds tracked by Wall St. Rank hold WTRG as of Q4 2023.

Obermeyer Wealth Partners reported no remaining Essential Utilities position as of Q4 2023 after selling out during the quarter.
Obermeyer Wealth Partners sold 6,350 Essential Utilities shares in Q4 2023, an estimated $218K.
Obermeyer Wealth Partners first reported a position in Essential Utilities in Q2 2019 and held it in 17 quarters.
Obermeyer Wealth Partners's Essential Utilities position peaked at $341K in Q4 2021.
622 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2023.

Based on Obermeyer Wealth Partners's 13F filing for Q4 2023, filed 31 Jan 2024.