O'Brien Wealth Partners’s Essential Utilities WTRG Stock Holding History

O'Brien 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
2021 Q3	–	Sell	-8,136	Closed	-$390K	–	50
2021 Q2	$390K	Hold	8,136	–	–	0.13%	26
2021 Q1	$369K	Hold	8,136	–	–	0.12%	26
2020 Q4	$396K	Hold	8,136	–	–	0.14%	23
2020 Q3	$339K	Hold	8,136	–	–	0.14%	22
2020 Q2	$346K	Hold	8,136	–	–	0.14%	21
2020 Q1	$326K	Hold	8,136	–	–	0.18%	23
2019 Q4	$375K	Hold	8,136	–	–	0.27%	26
2019 Q3	$365K	Hold	8,136	–	–	0.29%	24
2019 Q2	$339K	Hold	8,136	–	–	0.25%	25
2019 Q1	$296K	Hold	8,136	–	–	0.21%	26
2018 Q4	$276K	Hold	8,136	–	–	0.19%	30
2018 Q3	$300K	Buy	+8,136	New	+$301K	0.19%	27
2018 Q2	–	Sell	-8,136	Closed	-$277K	–	179
2018 Q1	$277K	Hold	8,136	–	–	0.19%	26
2017 Q4	$319K	Hold	8,136	–	–	0.2%	25
2017 Q3	$270K	Hold	8,136	–	–	0.14%	27
2017 Q2	$271K	Hold	8,136	–	–	0.14%	29
2017 Q1	$262K	Hold	8,136	–	–	0.15%	30
2016 Q4	$244K	Hold	8,136	–	–	0.15%	30
2016 Q3	$248K	Hold	8,136	–	–	0.16%	30
2016 Q2	$290K	Hold	8,136	–	–	0.2%	27
2016 Q1	$259K	Hold	8,136	–	–	0.2%	29
2015 Q4	$242K	Buy	+8,136	New	+$234K	0.24%	27

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

O'Brien Wealth Partners's WTRG Position: Q3 2021 in Review

O'Brien Wealth Partners sold out of Essential Utilities (WTRG) in Q3 2021, closing a stake of 8,136 shares — an estimated $390K sold.

O'Brien Wealth Partners first reported a position in WTRG in Q4 2015 and held it in 22 quarters. The position peaked at $396K in Q4 2020. 596 funds tracked by Wall St. Rank hold WTRG as of Q3 2021.

O'Brien Wealth Partners reported no remaining Essential Utilities position as of Q3 2021 after selling out during the quarter.
O'Brien Wealth Partners sold 8,136 Essential Utilities shares in Q3 2021, an estimated $390K.
O'Brien Wealth Partners first reported a position in Essential Utilities in Q4 2015 and held it in 22 quarters.
O'Brien Wealth Partners's Essential Utilities position peaked at $396K in Q4 2020.
596 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2021.

Based on O'Brien Wealth Partners's 13F filing for Q3 2021, filed 7 Oct 2021.