TCWM
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Total Clarity Wealth Management’s Essential Utilities WTRG Stock Holding History

Total Clarity Wealth Management’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 		– Sell
-1,864
Closed -$85K – 979
2022
Q2 		$85K Buy
+1,864
New +$86.6K 0.04% 337

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

Total Clarity Wealth Management's WTRG Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Essential Utilities (WTRG) in Q3 2022, closing a stake of 1,864 shares — an estimated $85K sold.

Total Clarity Wealth Management first reported a position in WTRG in Q2 2022 and held it in 1 quarter. The position peaked at $85K in Q2 2022. 636 funds tracked by Wall St. Rank hold WTRG as of Q3 2022.

  • Total Clarity Wealth Management reported no remaining Essential Utilities position as of Q3 2022 after selling out during the quarter.
  • Total Clarity Wealth Management sold 1,864 Essential Utilities shares in Q3 2022, an estimated $85K.
  • Total Clarity Wealth Management first reported a position in Essential Utilities in Q2 2022 and held it in 1 quarter.
  • Total Clarity Wealth Management's Essential Utilities position peaked at $85K in Q2 2022.
  • 636 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.