TRUE Private Wealth Advisors’s Essential Utilities WTRG Stock Holding History

TRUE Private 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
2021 Q1	–	Sell	-2,000	Closed	-$94K	–	710
2020 Q4	$94K	Hold	2,000	–	–	0.02%	280
2020 Q3	$80K	Hold	2,000	–	–	0.01%	278
2020 Q2	$84K	Hold	2,000	–	–	0.02%	260
2020 Q1	$81K	Hold	2,000	–	–	0.02%	231
2019 Q4	$93K	Buy	+2,000	New	+$90.1K	0.01%	300
2019 Q3	–	Sell	-2,000	Closed	-$82K	–	722
2019 Q2	$82K	Buy	+2,000	New	+$77.8K	0.01%	288
2018 Q4	–	Sell	-200	Closed	-$7.38K	–	921
2018 Q3	$7.38K	Buy	+200	New	+$7.4K	﹤0.01%	811

Other funds holding WTRG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

TRUE Private Wealth Advisors's WTRG Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of Essential Utilities (WTRG) in Q1 2021, closing a stake of 2,000 shares — an estimated $94K sold.

TRUE Private Wealth Advisors first reported a position in WTRG in Q3 2018 and held it in 7 quarters. The position peaked at $94K in Q4 2020. 598 funds tracked by Wall St. Rank hold WTRG as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining Essential Utilities position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 2,000 Essential Utilities shares in Q1 2021, an estimated $94K.
TRUE Private Wealth Advisors first reported a position in Essential Utilities in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's Essential Utilities position peaked at $94K in Q4 2020.
598 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.