Personal Wealth Partners’s Essential Utilities WTRG Stock Holding History

Personal 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	-135	Closed	-$6K	–	397
2021 Q2	$6K	Buy	+135	New	+$6.33K	﹤0.01%	307
2020 Q1	–	Sell	-146	Closed	-$7K	–	628
2019 Q4	$7K	Hold	146	–	–	﹤0.01%	258
2019 Q3	$7K	Buy	146 +11	+8%	+$472	﹤0.01%	264
2019 Q2	$6K	Buy	+135	New	+$5.25K	﹤0.01%	238

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 $3.38T AUM 44.17% 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

Personal Wealth Partners's WTRG Position: Q3 2021 in Review

Personal Wealth Partners sold out of Essential Utilities (WTRG) in Q3 2021, closing a stake of 135 shares — an estimated $6K sold.

Personal Wealth Partners first reported a position in WTRG in Q2 2019 and held it in 4 quarters. The position peaked at $7K in Q4 2019. 596 funds tracked by Wall St. Rank hold WTRG as of Q3 2021.

Personal Wealth Partners reported no remaining Essential Utilities position as of Q3 2021 after selling out during the quarter.
Personal Wealth Partners sold 135 Essential Utilities shares in Q3 2021, an estimated $6K.
Personal Wealth Partners first reported a position in Essential Utilities in Q2 2019 and held it in 4 quarters.
Personal Wealth Partners's Essential Utilities position peaked at $7K in Q4 2019.
596 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.