Ropes Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Ropes Wealth 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 Q1	–	Sell	-1,000	Closed	-$47K	–	803
2020 Q4	$47K	Hold	1,000	–	–	0.01%	390
2020 Q3	$40K	Hold	1,000	–	–	0.01%	361
2020 Q2	$42K	Hold	1,000	–	–	0.01%	325
2020 Q1	$41K	Hold	1,000	–	–	0.01%	299
2019 Q4	$47K	Hold	1,000	–	–	0.01%	338
2019 Q3	$45K	Hold	1,000	–	–	0.01%	348
2019 Q2	$41K	Buy	+1,000	New	+$38.9K	0.01%	358

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

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

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

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

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