VVP
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Venture Visionary Partners’s Essential Utilities WTRG Stock Holding History

Venture Visionary 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
2022
Q3 		– Sell
-3,346
Closed -$153K – 1561
2022
Q2 		$153K Buy
+3,346
New +$155K 0.01% 504

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Venture Visionary Partners's WTRG Position: Q3 2022 in Review

Venture Visionary Partners sold out of Essential Utilities (WTRG) in Q3 2022, closing a stake of 3,346 shares — an estimated $153K sold.

Venture Visionary Partners first reported a position in WTRG in Q2 2022 and held it in 1 quarter. The position peaked at $153K in Q2 2022. 636 funds tracked by Wall St. Rank hold WTRG as of Q3 2022.

  • Venture Visionary Partners reported no remaining Essential Utilities position as of Q3 2022 after selling out during the quarter.
  • Venture Visionary Partners sold 3,346 Essential Utilities shares in Q3 2022, an estimated $153K.
  • Venture Visionary Partners first reported a position in Essential Utilities in Q2 2022 and held it in 1 quarter.
  • Venture Visionary Partners's Essential Utilities position peaked at $153K in Q2 2022.
  • 636 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2022.

Based on Venture Visionary Partners's 13F filing for Q3 2022, filed 14 Nov 2022.