PFG
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Piershale Financial Group’s Essential Utilities WTRG Stock Holding History

Piershale Financial 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
2023
Q2 		$11.4K Hold
285
– – 0.01% 104
2023
Q1 		$12.4K Hold
285
– – 0.01% 98
2022
Q4 		$13.6K Buy
+285
New +$12.9K 0.01% 88

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Piershale Financial Group's WTRG Position: Q2 2023 in Review

Piershale Financial Group held its Essential Utilities (WTRG) position steady in Q2 2023 at 285 shares worth $11.4K. The position accounts for 0.01% of the portfolio, ranked #104.

Piershale Financial Group first reported a position in WTRG in Q4 2022 and has held it in 3 quarters since. The position peaked at $13.6K in Q4 2022. 626 funds tracked by Wall St. Rank hold WTRG as of Q2 2023.

  • Piershale Financial Group held 285 shares of Essential Utilities worth $11.4K as of Q2 2023.
  • Piershale Financial Group left its Essential Utilities share count unchanged in Q2 2023.
  • Essential Utilities made up 0.01% of Piershale Financial Group's portfolio in Q2 2023, its #104 holding.
  • Piershale Financial Group first reported a position in Essential Utilities in Q4 2022 and has held it in 3 quarters since.
  • Piershale Financial Group's Essential Utilities position peaked at $13.6K in Q4 2022.
  • 626 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2023.

Based on Piershale Financial Group's 13F filing for Q2 2023, filed 6 Jul 2023.