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Vigilant Capital Management’s Essential Utilities WTRG Stock Holding History

Vigilant Capital 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
Q1 		– Sell
-1,363
Closed -$73K – 655
2021
Q4 		$73K Hold
1,363
– – 0.01% 277
2021
Q3 		$63K Hold
1,363
– – 0.01% 241
2021
Q2 		$62K Buy
+1,363
New +$64K 0.01% 245

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 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

Vigilant Capital Management's WTRG Position: Q1 2022 in Review

Vigilant Capital Management sold out of Essential Utilities (WTRG) in Q1 2022, closing a stake of 1,363 shares — an estimated $73K sold.

Vigilant Capital Management first reported a position in WTRG in Q2 2021 and held it in 3 quarters. The position peaked at $73K in Q4 2021. 642 funds tracked by Wall St. Rank hold WTRG as of Q1 2022.

  • Vigilant Capital Management reported no remaining Essential Utilities position as of Q1 2022 after selling out during the quarter.
  • Vigilant Capital Management sold 1,363 Essential Utilities shares in Q1 2022, an estimated $73K.
  • Vigilant Capital Management first reported a position in Essential Utilities in Q2 2021 and held it in 3 quarters.
  • Vigilant Capital Management's Essential Utilities position peaked at $73K in Q4 2021.
  • 642 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2022.

Based on Vigilant Capital Management's 13F filing for Q1 2022, filed 7 Apr 2022.