Rockefeller Capital Management
WTRU

Rockefeller Capital Management’s Essential Utilities, Inc.6.00% Tangible Equity Units WTRU Stock Holding History

Rockefeller Capital Management’s Portfolio WTRU Stock Details WTRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-35
Closed -$2K – 4588
2022
Q1 		$2K Hold
35
– – ﹤0.01% 3679
2021
Q4 		$2K Hold
35
– – ﹤0.01% 3605
2021
Q3 		$2K Sell
35
-70
-67% -$4.19K ﹤0.01% 3516
2021
Q2 		$6K Buy
105
+47
+81% +$2.77K ﹤0.01% 3004
2021
Q1 		$3K Buy
+58
New +$3.37K ﹤0.01% 3073
2019
Q4 		– Sell
-127
Closed -$8K – 2282
2019
Q3 		$8K Buy
+127
New +$7.43K ﹤0.01% 1511

Rockefeller Capital Management's WTRU Position: Q2 2022 in Review

Rockefeller Capital Management sold out of Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) in Q2 2022, closing a stake of 35 shares — an estimated $2K sold.

Rockefeller Capital Management first reported a position in WTRU in Q3 2019 and held it in 6 quarters. The position peaked at $8K in Q3 2019. 0 funds tracked by Wall St. Rank hold WTRU as of Q2 2022.

  • Rockefeller Capital Management reported no remaining Essential Utilities, Inc.6.00% Tangible Equity Units position as of Q2 2022 after selling out during the quarter.
  • Rockefeller Capital Management sold 35 Essential Utilities, Inc.6.00% Tangible Equity Units shares in Q2 2022, an estimated $2K.
  • Rockefeller Capital Management first reported a position in Essential Utilities, Inc.6.00% Tangible Equity Units in Q3 2019 and held it in 6 quarters.
  • Rockefeller Capital Management's Essential Utilities, Inc.6.00% Tangible Equity Units position peaked at $8K in Q3 2019.
  • 0 funds tracked by Wall St. Rank held Essential Utilities, Inc.6.00% Tangible Equity Units as of Q2 2022.

Based on Rockefeller Capital Management's 13F filing for Q2 2022, filed 12 Aug 2022.