TFO Wealth Partners’s Essential Utilities WTRG Stock Holding History

TFO Wealth Partners’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 Q3	–	Sell	-300	Closed	-$14K	–	189
2021 Q2	$14K	Buy	+300	New	+$14.1K	﹤0.01%	60

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

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

TFO Wealth Partners's WTRG Position: Q3 2021 in Review

TFO Wealth Partners sold out of Essential Utilities (WTRG) in Q3 2021, closing a stake of 300 shares — an estimated $14K sold.

TFO Wealth Partners first reported a position in WTRG in Q2 2021 and held it in 1 quarter. The position peaked at $14K in Q2 2021. 595 funds tracked by Wall St. Rank hold WTRG as of Q3 2021.

TFO Wealth Partners reported no remaining Essential Utilities position as of Q3 2021 after selling out during the quarter.
TFO Wealth Partners sold 300 Essential Utilities shares in Q3 2021, an estimated $14K.
TFO Wealth Partners first reported a position in Essential Utilities in Q2 2021 and held it in 1 quarter.
TFO Wealth Partners's Essential Utilities position peaked at $14K in Q2 2021.
595 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2021.

Based on TFO Wealth Partners's 13F filing for Q3 2021, filed 10 Nov 2021.