VitalStone Financial’s Essential Utilities WTRG Stock Holding History

VitalStone Financial’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
2023 Q3	–	Sell	-27	Closed	-$1K	–	668
2023 Q2	$1K	Buy	+27	New	+$1.13K	﹤0.01%	894

Other funds holding WTRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

VitalStone Financial's WTRG Position: Q3 2023 in Review

VitalStone Financial sold out of Essential Utilities (WTRG) in Q3 2023, closing a stake of 27 shares — an estimated $1K sold.

VitalStone Financial first reported a position in WTRG in Q2 2023 and held it in 1 quarter. The position peaked at $1K in Q2 2023. 581 funds tracked by Wall St. Rank hold WTRG as of Q3 2023.

VitalStone Financial reported no remaining Essential Utilities position as of Q3 2023 after selling out during the quarter.
VitalStone Financial sold 27 Essential Utilities shares in Q3 2023, an estimated $1K.
VitalStone Financial first reported a position in Essential Utilities in Q2 2023 and held it in 1 quarter.
VitalStone Financial's Essential Utilities position peaked at $1K in Q2 2023.
581 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2023.

Based on VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.