Truist Financial’s Essential Utilities, Inc.6.00% Tangible Equity Units WTRU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q2
Sell
-90,257
Closed -$5.52M 2827
2022
Q1
$5.52M Buy
90,257
+84,953
+1,602% +$4.94M 0.01% 850
2021
Q4
$346K Buy
5,304
+407
+8% +$24.2K ﹤0.01% 2270
2021
Q3
$281K Sell
4,897
-406
-8% -$24.3K ﹤0.01% 2395
2021
Q2
$303K Buy
5,303
+565
+12% +$33.3K ﹤0.01% 2365
2021
Q1
$271K Buy
4,738
+61
+1% +$3.54K ﹤0.01% 2352
2020
Q4
$290K Buy
4,677
+87
+2% +$5.04K ﹤0.01% 2178
2020
Q3
$246K Buy
+4,590
New +$260K ﹤0.01% 2152
2020
Q1
Sell
-19,026
Closed -$1.19M 2650
2019
Q4
$1.19M Buy
+19,026
New +$1.15M ﹤0.01% 1368

Truist Financial's WTRU Position: Q2 2022 in Review

Truist Financial sold out of Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) in Q2 2022, closing a stake of 90,257 shares — an estimated $5.52M sold.

Truist Financial first reported a position in WTRU in Q4 2019 and held it in 8 quarters. The position peaked at $5.52M in Q1 2022. 0 funds tracked by Wall St. Rank hold WTRU as of Q2 2022.

  • Truist Financial reported no remaining Essential Utilities, Inc.6.00% Tangible Equity Units position as of Q2 2022 after selling out during the quarter.
  • Truist Financial sold 90,257 Essential Utilities, Inc.6.00% Tangible Equity Units shares in Q2 2022, an estimated $5.52M.
  • Truist Financial first reported a position in Essential Utilities, Inc.6.00% Tangible Equity Units in Q4 2019 and held it in 8 quarters.
  • Truist Financial's Essential Utilities, Inc.6.00% Tangible Equity Units position peaked at $5.52M in Q1 2022.
  • 0 funds tracked by Wall St. Rank held Essential Utilities, Inc.6.00% Tangible Equity Units as of Q2 2022.

Based on Truist Financial's 13F filing for Q2 2022, filed 22 Jul 2022.