WE
WTRU

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

Wealth Effects’s Portfolio WTRU Stock Details WTRU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-3,200
Closed -$209K – 223
2021
Q4 		$209K Buy
+3,200
New +$190K 0.09% 194

Other funds holding WTRU

NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
BCM
BlueCrest Capital Management St Helier, Jersey $1.69B AUM 20.01% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $28.2B AUM 21.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Wealth Effects's WTRU Position: Q1 2022 in Review

Wealth Effects sold out of Essential Utilities, Inc.6.00% Tangible Equity Units (WTRU) in Q1 2022, closing a stake of 3,200 shares — an estimated $209K sold.

Wealth Effects first reported a position in WTRU in Q4 2021 and held it in 1 quarter. The position peaked at $209K in Q4 2021. 36 funds tracked by Wall St. Rank hold WTRU as of Q1 2022.

  • Wealth Effects reported no remaining Essential Utilities, Inc.6.00% Tangible Equity Units position as of Q1 2022 after selling out during the quarter.
  • Wealth Effects sold 3,200 Essential Utilities, Inc.6.00% Tangible Equity Units shares in Q1 2022, an estimated $209K.
  • Wealth Effects first reported a position in Essential Utilities, Inc.6.00% Tangible Equity Units in Q4 2021 and held it in 1 quarter.
  • Wealth Effects's Essential Utilities, Inc.6.00% Tangible Equity Units position peaked at $209K in Q4 2021.
  • 36 funds tracked by Wall St. Rank held Essential Utilities, Inc.6.00% Tangible Equity Units as of Q1 2022.

Based on Wealth Effects's 13F filing for Q1 2022, filed 16 May 2022.