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Sageworth Trust Company of South Dakota’s Essential Utilities WTRG Stock Holding History

Sageworth Trust Company of South Dakota’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
Q3 		– Sell
-89
Closed -$4K – 653
2022
Q2 		$4K Hold
89
– – 0.01% 272
2022
Q1 		$5K Sell
89
-399
-82% -$19.3K 0.01% 305
2021
Q4 		$26K Buy
+488
New +$23.7K 0.04% 186

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Amundi
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Sageworth Trust Company of South Dakota's WTRG Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Essential Utilities (WTRG) in Q3 2022, closing a stake of 89 shares — an estimated $4K sold.

Sageworth Trust Company of South Dakota first reported a position in WTRG in Q4 2021 and held it in 3 quarters. The position peaked at $26K in Q4 2021. 637 funds tracked by Wall St. Rank hold WTRG as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Essential Utilities position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 89 Essential Utilities shares in Q3 2022, an estimated $4K.
  • Sageworth Trust Company of South Dakota first reported a position in Essential Utilities in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Essential Utilities position peaked at $26K in Q4 2021.
  • 637 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.