Prime Capital Investment Advisors’s Essential Utilities WTRG Stock Holding History

Prime Capital Investment 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
2021 Q2	–	Sell	-558	Closed	-$25K	–	551
2021 Q1	$25K	Buy	+558	New	+$25.2K	﹤0.01%	379
2020 Q2	–	Sell	-1,116	Closed	-$45K	–	534
2020 Q1	$45K	Hold	1,116	–	–	0.01%	292
2019 Q4	$52K	Hold	1,116	–	–	0.01%	308
2019 Q3	$50K	Buy	+1,116	New	+$47.9K	0.01%	304
2018 Q1	–	Sell	-650	Closed	-$25K	–	283
2017 Q4	$25K	Buy	+650	New	+$23.7K	0.02%	187

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

PAMU

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

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

Norges Bank Oslo, Norway $935B AUM

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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

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

Prime Capital Investment Advisors's WTRG Position: Q2 2021 in Review

Prime Capital Investment Advisors sold out of Essential Utilities (WTRG) in Q2 2021, closing a stake of 558 shares — an estimated $25K sold.

Prime Capital Investment Advisors first reported a position in WTRG in Q4 2017 and held it in 5 quarters. The position peaked at $52K in Q4 2019. 589 funds tracked by Wall St. Rank hold WTRG as of Q2 2021.

Prime Capital Investment Advisors reported no remaining Essential Utilities position as of Q2 2021 after selling out during the quarter.
Prime Capital Investment Advisors sold 558 Essential Utilities shares in Q2 2021, an estimated $25K.
Prime Capital Investment Advisors first reported a position in Essential Utilities in Q4 2017 and held it in 5 quarters.
Prime Capital Investment Advisors's Essential Utilities position peaked at $52K in Q4 2019.
589 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2021.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.