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Simplicity Solutions’s Essential Utilities WTRG Stock Holding History

Simplicity Solutions’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
-12,663
Closed -$599K – 991
2020
Q4 		$599K Buy
12,663
+1,937
+18% +$86K 0.01% 656
2020
Q3 		$432K Buy
10,726
+2,825
+36% +$121K 0.01% 662
2020
Q2 		$334K Buy
+7,901
New +$334K 0.01% 703

Other funds holding WTRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Simplicity Solutions's WTRG Position: Q1 2021 in Review

Simplicity Solutions sold out of Essential Utilities (WTRG) in Q1 2021, closing a stake of 12,663 shares — an estimated $599K sold.

Simplicity Solutions first reported a position in WTRG in Q2 2020 and held it in 3 quarters. The position peaked at $599K in Q4 2020. 597 funds tracked by Wall St. Rank hold WTRG as of Q1 2021.

  • Simplicity Solutions reported no remaining Essential Utilities position as of Q1 2021 after selling out during the quarter.
  • Simplicity Solutions sold 12,663 Essential Utilities shares in Q1 2021, an estimated $599K.
  • Simplicity Solutions first reported a position in Essential Utilities in Q2 2020 and held it in 3 quarters.
  • Simplicity Solutions's Essential Utilities position peaked at $599K in Q4 2020.
  • 597 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2021.

Based on Simplicity Solutions's 13F filing for Q1 2021, filed 13 May 2021.