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Ten Capital Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Ten Capital 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
2023
Q1 		– Sell
-17
Closed -$811 – 669
2022
Q4 		$811 Buy
+17
New +$770 ﹤0.01% 494

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ten Capital Wealth Advisors's WTRG Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of Essential Utilities (WTRG) in Q1 2023, closing a stake of 17 shares — an estimated $811 sold.

Ten Capital Wealth Advisors first reported a position in WTRG in Q4 2022 and held it in 1 quarter. The position peaked at $811 in Q4 2022. 649 funds tracked by Wall St. Rank hold WTRG as of Q1 2023.

  • Ten Capital Wealth Advisors reported no remaining Essential Utilities position as of Q1 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 17 Essential Utilities shares in Q1 2023, an estimated $811.
  • Ten Capital Wealth Advisors first reported a position in Essential Utilities in Q4 2022 and held it in 1 quarter.
  • Ten Capital Wealth Advisors's Essential Utilities position peaked at $811 in Q4 2022.
  • 649 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.