Selective Wealth Management’s Essential Utilities WTRG Stock Holding History

Selective Wealth Management’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	-1,000	Closed	-$41K	–	736
2022 Q3	$41K	Hold	1,000	–	–	0.02%	318
2022 Q2	$46K	Buy	1,000 +300	+43%	+$13.9K	0.02%	336
2022 Q1	$36K	Buy	+700	New	+$33.8K	0.01%	362
2021 Q1	–	Sell	-50	Closed	-$2K	–	433
2020 Q4	$2K	Buy	+50	New	+$2.22K	﹤0.01%	349

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

Selective Wealth Management's WTRG Position: Q4 2022 in Review

Selective Wealth Management sold out of Essential Utilities (WTRG) in Q4 2022, closing a stake of 1,000 shares — an estimated $41K sold.

Selective Wealth Management first reported a position in WTRG in Q4 2020 and held it in 4 quarters. The position peaked at $46K in Q2 2022. 656 funds tracked by Wall St. Rank hold WTRG as of Q4 2022.

Selective Wealth Management reported no remaining Essential Utilities position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 1,000 Essential Utilities shares in Q4 2022, an estimated $41K.
Selective Wealth Management first reported a position in Essential Utilities in Q4 2020 and held it in 4 quarters.
Selective Wealth Management's Essential Utilities position peaked at $46K in Q2 2022.
656 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.