Retirement Group’s Essential Utilities WTRG Stock Holding History

Retirement 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
2021 Q2	–	Sell	-74	Closed	-$3K	–	782
2021 Q1	$3K	Buy	+74	New	+$3.34K	﹤0.01%	614

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

Retirement Group's WTRG Position: Q2 2021 in Review

Retirement Group sold out of Essential Utilities (WTRG) in Q2 2021, closing a stake of 74 shares — an estimated $3K sold.

Retirement Group first reported a position in WTRG in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 588 funds tracked by Wall St. Rank hold WTRG as of Q2 2021.

Retirement Group reported no remaining Essential Utilities position as of Q2 2021 after selling out during the quarter.
Retirement Group sold 74 Essential Utilities shares in Q2 2021, an estimated $3K.
Retirement Group first reported a position in Essential Utilities in Q1 2021 and held it in 1 quarter.
Retirement Group's Essential Utilities position peaked at $3K in Q1 2021.
588 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2021.

Based on Retirement Group's 13F filing for Q2 2021, filed 17 Aug 2021.