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Pinnacle Financial Partners (Tennessee)’s Essential Utilities WTRG Stock Holding History

Pinnacle Financial Partners (Tennessee)’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
Q3 		– Sell
-12
Closed -$479 – 571
2023
Q2 		$479 Hold
12
– – ﹤0.01% 555
2023
Q1 		$524 Hold
12
– – ﹤0.01% 551
2022
Q4 		$573 Buy
+12
New +$543 ﹤0.01% 539

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Pinnacle Financial Partners (Tennessee)'s WTRG Position: Q3 2023 in Review

Pinnacle Financial Partners (Tennessee) sold out of Essential Utilities (WTRG) in Q3 2023, closing a stake of 12 shares — an estimated $479 sold.

Pinnacle Financial Partners (Tennessee) first reported a position in WTRG in Q4 2022 and held it in 3 quarters. The position peaked at $573 in Q4 2022. 581 funds tracked by Wall St. Rank hold WTRG as of Q3 2023.

  • Pinnacle Financial Partners (Tennessee) reported no remaining Essential Utilities position as of Q3 2023 after selling out during the quarter.
  • Pinnacle Financial Partners (Tennessee) sold 12 Essential Utilities shares in Q3 2023, an estimated $479.
  • Pinnacle Financial Partners (Tennessee) first reported a position in Essential Utilities in Q4 2022 and held it in 3 quarters.
  • Pinnacle Financial Partners (Tennessee)'s Essential Utilities position peaked at $573 in Q4 2022.
  • 581 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2023.

Based on Pinnacle Financial Partners (Tennessee)'s 13F filing for Q3 2023, filed 3 Nov 2023.