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WTRG icon

Surevest’s Essential Utilities WTRG Stock Holding History

Surevest’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
Q3 		$17K Sell
415
-46
-10% -$2.23K ﹤0.01% 256
2022
Q2 		$21K Buy
461
+2
+0.4% +$93 0.01% 262
2022
Q1 		$23K Buy
459
+2
+0.4% +$97 0.01% 233
2021
Q4 		$25K Buy
+457
New +$22.2K 0.01% 227

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Surevest's WTRG Position: Q3 2022 in Review

Surevest reduced its Essential Utilities (WTRG) stake by 10% in Q3 2022, selling an estimated $2.23K and leaving 415 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

Surevest first reported a position in WTRG in Q4 2021 and has held it in 4 quarters since. The position peaked at $25K in Q4 2021. 636 funds tracked by Wall St. Rank hold WTRG as of Q3 2022.

  • Surevest held 415 shares of Essential Utilities worth $17K as of Q3 2022.
  • Surevest sold 46 Essential Utilities shares in Q3 2022, an estimated $2.23K.
  • Essential Utilities made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #256 holding.
  • Surevest first reported a position in Essential Utilities in Q4 2021 and has held it in 4 quarters since.
  • Surevest's Essential Utilities position peaked at $25K in Q4 2021.
  • 636 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.