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Optimum Investment Advisors’s Essential Utilities WTRG Stock Holding History

Optimum Investment Advisors’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
Q3 		– Sell
-115
Closed -$5K – 895
2022
Q2 		$5K Buy
+115
New +$5.34K ﹤0.01% 698

Other funds holding WTRG

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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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
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

Optimum Investment Advisors's WTRG Position: Q3 2022 in Review

Optimum Investment Advisors sold out of Essential Utilities (WTRG) in Q3 2022, closing a stake of 115 shares — an estimated $5K sold.

Optimum Investment Advisors first reported a position in WTRG in Q2 2022 and held it in 1 quarter. The position peaked at $5K in Q2 2022. 636 funds tracked by Wall St. Rank hold WTRG as of Q3 2022.

  • Optimum Investment Advisors reported no remaining Essential Utilities position as of Q3 2022 after selling out during the quarter.
  • Optimum Investment Advisors sold 115 Essential Utilities shares in Q3 2022, an estimated $5K.
  • Optimum Investment Advisors first reported a position in Essential Utilities in Q2 2022 and held it in 1 quarter.
  • Optimum Investment Advisors's Essential Utilities position peaked at $5K in Q2 2022.
  • 636 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2022.

Based on Optimum Investment Advisors's 13F filing for Q3 2022, filed 24 Oct 2022.