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Provident Wealth Management’s Essential Utilities WTRG Stock Holding History

Provident 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
2020
Q4 		– Sell
-1,327
Closed -$53K – 272
2020
Q3 		$53K Buy
+1,327
New +$57K 0.06% 88

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State Street
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KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Provident Wealth Management's WTRG Position: Q4 2020 in Review

Provident Wealth Management sold out of Essential Utilities (WTRG) in Q4 2020, closing a stake of 1,327 shares — an estimated $53K sold.

Provident Wealth Management first reported a position in WTRG in Q3 2020 and held it in 1 quarter. The position peaked at $53K in Q3 2020. 597 funds tracked by Wall St. Rank hold WTRG as of Q4 2020.

  • Provident Wealth Management reported no remaining Essential Utilities position as of Q4 2020 after selling out during the quarter.
  • Provident Wealth Management sold 1,327 Essential Utilities shares in Q4 2020, an estimated $53K.
  • Provident Wealth Management first reported a position in Essential Utilities in Q3 2020 and held it in 1 quarter.
  • Provident Wealth Management's Essential Utilities position peaked at $53K in Q3 2020.
  • 597 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2020.

Based on Provident Wealth Management's 13F filing for Q4 2020, filed 20 Jan 2021.