RWB
WTRG icon

RMR Wealth Builders’s Essential Utilities WTRG Stock Holding History

RMR Wealth Builders’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
-553
Closed -$25K – 714
2021
Q1 		$25K Buy
553
+3
+0.5% +$135 0.01% 482
2020
Q4 		$26K Buy
+550
New +$24.4K 0.01% 327

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

RMR Wealth Builders's WTRG Position: Q2 2021 in Review

RMR Wealth Builders sold out of Essential Utilities (WTRG) in Q2 2021, closing a stake of 553 shares — an estimated $25K sold.

RMR Wealth Builders first reported a position in WTRG in Q4 2020 and held it in 2 quarters. The position peaked at $26K in Q4 2020. 589 funds tracked by Wall St. Rank hold WTRG as of Q2 2021.

  • RMR Wealth Builders reported no remaining Essential Utilities position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 553 Essential Utilities shares in Q2 2021, an estimated $25K.
  • RMR Wealth Builders first reported a position in Essential Utilities in Q4 2020 and held it in 2 quarters.
  • RMR Wealth Builders's Essential Utilities position peaked at $26K in Q4 2020.
  • 589 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.