OLVIG
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Oliver Lagore Vanvalin Investment Group’s Essential Utilities WTRG Stock Holding History

Oliver Lagore Vanvalin Investment Group’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
Q4 		– Sell
-100
Closed -$4K – 778
2022
Q3 		$4K Hold
100
– – ﹤0.01% 476
2022
Q2 		$5K Hold
100
– – ﹤0.01% 428
2022
Q1 		$5K Buy
+100
New +$4.83K ﹤0.01% 421

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
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
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

Oliver Lagore Vanvalin Investment Group's WTRG Position: Q4 2022 in Review

Oliver Lagore Vanvalin Investment Group sold out of Essential Utilities (WTRG) in Q4 2022, closing a stake of 100 shares — an estimated $4K sold.

Oliver Lagore Vanvalin Investment Group first reported a position in WTRG in Q1 2022 and held it in 3 quarters. The position peaked at $5K in Q2 2022. 657 funds tracked by Wall St. Rank hold WTRG as of Q4 2022.

  • Oliver Lagore Vanvalin Investment Group reported no remaining Essential Utilities position as of Q4 2022 after selling out during the quarter.
  • Oliver Lagore Vanvalin Investment Group sold 100 Essential Utilities shares in Q4 2022, an estimated $4K.
  • Oliver Lagore Vanvalin Investment Group first reported a position in Essential Utilities in Q1 2022 and held it in 3 quarters.
  • Oliver Lagore Vanvalin Investment Group's Essential Utilities position peaked at $5K in Q2 2022.
  • 657 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2022.

Based on Oliver Lagore Vanvalin Investment Group's 13F filing for Q4 2022, filed 2 Mar 2023.