Stonebridge Financial Planning Group’s Essential Utilities WTRG Stock Holding History

Stonebridge Financial Planning 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
2022 Q1	–	Sell	-3,573	Closed	-$170K	–	364
2021 Q4	$170K	Buy	3,573 +17	+0.5%	+$825	0.09%	131
2021 Q3	$168K	Buy	3,556 +17	+0.5%	+$823	0.08%	133
2021 Q2	$168K	Buy	3,539 +16	+0.5%	+$751	0.09%	127
2021 Q1	$161K	Sell	3,523 -107	-3%	-$4.83K	0.09%	123
2020 Q4	$172K	Buy	3,630 +17	+0.5%	+$755	0.11%	116
2020 Q3	$151K	Buy	3,613 +18	+0.5%	+$773	0.11%	106
2020 Q2	$156K	Buy	3,595 +16	+0.4%	+$676	0.13%	102
2020 Q1	$153K	Sell	3,579 -160	-4%	-$7.55K	0.15%	91
2019 Q4	$176K	Buy	+3,739	New	+$168K	0.16%	99

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

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

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stonebridge Financial Planning Group's WTRG Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Essential Utilities (WTRG) in Q1 2022, closing a stake of 3,573 shares — an estimated $170K sold.

Stonebridge Financial Planning Group first reported a position in WTRG in Q4 2019 and held it in 9 quarters. The position peaked at $176K in Q4 2019. 642 funds tracked by Wall St. Rank hold WTRG as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining Essential Utilities position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 3,573 Essential Utilities shares in Q1 2022, an estimated $170K.
Stonebridge Financial Planning Group first reported a position in Essential Utilities in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's Essential Utilities position peaked at $176K in Q4 2019.
642 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.