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Sandy Cove Advisors’s Essential Utilities WTRG Stock Holding History

Sandy Cove 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
2022
Q2 		– Sell
-1,000
Closed -$51K – 389
2022
Q1 		$51K Hold
1,000
– – 0.04% 198
2021
Q4 		$54K Buy
+1,000
New +$48.6K 0.05% 185

Other funds holding WTRG

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sandy Cove Advisors's WTRG Position: Q2 2022 in Review

Sandy Cove Advisors sold out of Essential Utilities (WTRG) in Q2 2022, closing a stake of 1,000 shares — an estimated $51K sold.

Sandy Cove Advisors first reported a position in WTRG in Q4 2021 and held it in 2 quarters. The position peaked at $54K in Q4 2021. 634 funds tracked by Wall St. Rank hold WTRG as of Q2 2022.

  • Sandy Cove Advisors reported no remaining Essential Utilities position as of Q2 2022 after selling out during the quarter.
  • Sandy Cove Advisors sold 1,000 Essential Utilities shares in Q2 2022, an estimated $51K.
  • Sandy Cove Advisors first reported a position in Essential Utilities in Q4 2021 and held it in 2 quarters.
  • Sandy Cove Advisors's Essential Utilities position peaked at $54K in Q4 2021.
  • 634 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2022.

Based on Sandy Cove Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.