Stratos Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Stratos Wealth 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	-8,091	Closed	-$414K	–	563
2022 Q1	$414K	Sell	8,091 -29	-0.4%	-$1.4K	0.03%	407
2021 Q4	$436K	Sell	8,120 -76	-0.9%	-$3.69K	0.03%	415
2021 Q3	$378K	Buy	8,196 +1	+0%	+$48	0.03%	403
2021 Q2	$375K	Buy	8,195 +1	+0%	+$47	0.03%	406
2021 Q1	$367K	Buy	8,194 +2	+0%	+$90	0.04%	360
2020 Q4	$387K	Buy	+8,192	New	+$364K	0.05%	280

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

Amundi Paris, France $367B AUM 31.23% 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

Stratos Wealth Advisors's WTRG Position: Q2 2022 in Review

Stratos Wealth Advisors sold out of Essential Utilities (WTRG) in Q2 2022, closing a stake of 8,091 shares — an estimated $414K sold.

Stratos Wealth Advisors first reported a position in WTRG in Q4 2020 and held it in 6 quarters. The position peaked at $436K in Q4 2021. 634 funds tracked by Wall St. Rank hold WTRG as of Q2 2022.

Stratos Wealth Advisors reported no remaining Essential Utilities position as of Q2 2022 after selling out during the quarter.
Stratos Wealth Advisors sold 8,091 Essential Utilities shares in Q2 2022, an estimated $414K.
Stratos Wealth Advisors first reported a position in Essential Utilities in Q4 2020 and held it in 6 quarters.
Stratos Wealth Advisors's Essential Utilities position peaked at $436K in Q4 2021.
634 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2022.

Based on Stratos Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.