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 $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PAMU

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

Norges Bank Oslo, Norway $1T AUM

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Ropes Wealth Advisors's WTRG Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Essential Utilities (WTRG) in Q1 2021, closing a stake of 1,000 shares — an estimated $47K sold.

Ropes Wealth Advisors first reported a position in WTRG in Q2 2019 and held it in 7 quarters. The position peaked at $47K in Q4 2020. 598 funds tracked by Wall St. Rank hold WTRG as of Q1 2021.

Ropes Wealth Advisors reported no remaining Essential Utilities position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 1,000 Essential Utilities shares in Q1 2021, an estimated $47K.
Ropes Wealth Advisors first reported a position in Essential Utilities in Q2 2019 and held it in 7 quarters.
Ropes Wealth Advisors's Essential Utilities position peaked at $47K in Q4 2020.
598 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.