Parisi Gray Wealth Management’s Essential Utilities WTRG Stock Holding History

Parisi Gray Wealth Management’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	-250	Closed	-$11K	–	563
2021 Q2	$11K	Buy	+250	New	+$11.7K	﹤0.01%	438
2019 Q2	–	Sell	-250	Closed	-$9K	–	463
2019 Q1	$9K	Hold	250	–	–	0.01%	394
2018 Q4	$8K	Hold	250	–	–	0.01%	420
2018 Q3	$9K	Hold	250	–	–	0.01%	427
2018 Q2	$9K	Buy	+250	New	+$8.56K	0.01%	430

Other funds holding WTRG

BlackRock New York $5.72T AUM 30.48% 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 $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Parisi Gray Wealth Management's WTRG Position: Q3 2021 in Review

Parisi Gray Wealth Management sold out of Essential Utilities (WTRG) in Q3 2021, closing a stake of 250 shares — an estimated $11K sold.

Parisi Gray Wealth Management first reported a position in WTRG in Q2 2018 and held it in 5 quarters. The position peaked at $11K in Q2 2021. 595 funds tracked by Wall St. Rank hold WTRG as of Q3 2021.

Parisi Gray Wealth Management reported no remaining Essential Utilities position as of Q3 2021 after selling out during the quarter.
Parisi Gray Wealth Management sold 250 Essential Utilities shares in Q3 2021, an estimated $11K.
Parisi Gray Wealth Management first reported a position in Essential Utilities in Q2 2018 and held it in 5 quarters.
Parisi Gray Wealth Management's Essential Utilities position peaked at $11K in Q2 2021.
595 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2021.

Based on Parisi Gray Wealth Management's 13F filing for Q3 2021, filed 16 Nov 2021.