Syverson Strege & Co’s Essential Utilities WTRG Stock Holding History

Syverson Strege & Co’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	-66	Closed	-$3K	–	296
2021 Q1	$3K	Buy	+66	New	+$2.98K	﹤0.01%	236

Other funds holding WTRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

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

Syverson Strege & Co's WTRG Position: Q2 2021 in Review

Syverson Strege & Co sold out of Essential Utilities (WTRG) in Q2 2021, closing a stake of 66 shares — an estimated $3K sold.

Syverson Strege & Co first reported a position in WTRG in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 588 funds tracked by Wall St. Rank hold WTRG as of Q2 2021.

Syverson Strege & Co reported no remaining Essential Utilities position as of Q2 2021 after selling out during the quarter.
Syverson Strege & Co sold 66 Essential Utilities shares in Q2 2021, an estimated $3K.
Syverson Strege & Co first reported a position in Essential Utilities in Q1 2021 and held it in 1 quarter.
Syverson Strege & Co's Essential Utilities position peaked at $3K in Q1 2021.
588 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2021.

Based on Syverson Strege & Co's 13F filing for Q2 2021, filed 4 Aug 2021.