Paces Ferry Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Paces Ferry Wealth 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
2020 Q4	–	Sell	-44	Closed	-$2K	–	1117
2020 Q3	$2K	Buy	+44	New	+$1.89K	﹤0.01%	730

Other funds holding WTRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Paces Ferry Wealth Advisors's WTRG Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Essential Utilities (WTRG) in Q4 2020, closing a stake of 44 shares — an estimated $2K sold.

Paces Ferry Wealth Advisors first reported a position in WTRG in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 597 funds tracked by Wall St. Rank hold WTRG as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining Essential Utilities position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 44 Essential Utilities shares in Q4 2020, an estimated $2K.
Paces Ferry Wealth Advisors first reported a position in Essential Utilities in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's Essential Utilities position peaked at $2K in Q3 2020.
597 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.