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Sound Financial Strategies Group’s Essential Utilities WTRG Stock Holding History

Sound Financial Strategies 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
2021
Q2 		– Sell
-13,119
Closed -$587K – 112
2021
Q1 		$587K Sell
13,119
-307
-2% -$13.9K 0.3% 55
2020
Q4 		$635K Buy
+13,426
New +$596K 0.35% 36

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
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
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

Sound Financial Strategies Group's WTRG Position: Q2 2021 in Review

Sound Financial Strategies Group sold out of Essential Utilities (WTRG) in Q2 2021, closing a stake of 13,119 shares — an estimated $587K sold.

Sound Financial Strategies Group first reported a position in WTRG in Q4 2020 and held it in 2 quarters. The position peaked at $635K in Q4 2020. 589 funds tracked by Wall St. Rank hold WTRG as of Q2 2021.

  • Sound Financial Strategies Group reported no remaining Essential Utilities position as of Q2 2021 after selling out during the quarter.
  • Sound Financial Strategies Group sold 13,119 Essential Utilities shares in Q2 2021, an estimated $587K.
  • Sound Financial Strategies Group first reported a position in Essential Utilities in Q4 2020 and held it in 2 quarters.
  • Sound Financial Strategies Group's Essential Utilities position peaked at $635K in Q4 2020.
  • 589 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2021.

Based on Sound Financial Strategies Group's 13F filing for Q2 2021, filed 30 Jul 2021.