Sage Private Wealth Group’s Essential Utilities WTRG Stock Holding History

Sage Private Wealth 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
2022 Q4	–	Sell	-519	Closed	-$22K	–	185
2022 Q3	$22K	Buy	519 +2	+0.4%	+$97	0.03%	110
2022 Q2	$24K	Buy	517 +4	+0.8%	+$186	0.03%	108
2022 Q1	$26K	Buy	513 +3	+0.6%	+$145	0.03%	112
2021 Q4	$27K	Sell	510 -1	-0.2%	-$49	0.03%	106
2021 Q3	$24K	Hold	511	–	–	0.03%	113
2021 Q2	$23K	Hold	511	–	–	0.03%	108
2021 Q1	$23K	Hold	511	–	–	0.04%	115
2020 Q4	$24K	Buy	+511	New	+$22.7K	0.07%	100

Other funds holding WTRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sage Private Wealth Group's WTRG Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Essential Utilities (WTRG) in Q4 2022, closing a stake of 519 shares — an estimated $22K sold.

Sage Private Wealth Group first reported a position in WTRG in Q4 2020 and held it in 8 quarters. The position peaked at $27K in Q4 2021. 656 funds tracked by Wall St. Rank hold WTRG as of Q4 2022.

Sage Private Wealth Group reported no remaining Essential Utilities position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 519 Essential Utilities shares in Q4 2022, an estimated $22K.
Sage Private Wealth Group first reported a position in Essential Utilities in Q4 2020 and held it in 8 quarters.
Sage Private Wealth Group's Essential Utilities position peaked at $27K in Q4 2021.
656 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.