TCWP’s Essential Utilities WTRG Stock Holding History

TCWP’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	-212	Closed	-$10K	–	1772
2022 Q1	$10K	Buy	+212	New	+$10.2K	﹤0.01%	899

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

TCWP's WTRG Position: Q2 2022 in Review

TCWP sold out of Essential Utilities (WTRG) in Q2 2022, closing a stake of 212 shares — an estimated $10K sold.

TCWP first reported a position in WTRG in Q1 2022 and held it in 1 quarter. The position peaked at $10K in Q1 2022. 634 funds tracked by Wall St. Rank hold WTRG as of Q2 2022.

TCWP reported no remaining Essential Utilities position as of Q2 2022 after selling out during the quarter.
TCWP sold 212 Essential Utilities shares in Q2 2022, an estimated $10K.
TCWP first reported a position in Essential Utilities in Q1 2022 and held it in 1 quarter.
TCWP's Essential Utilities position peaked at $10K in Q1 2022.
634 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.