WQ
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Wealth Quarterback’s Essential Utilities WTRG Stock Holding History

Wealth Quarterback’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
2021
Q3 		$11K Buy
237
+1
+0.4% +$48 0.01% 461
2021
Q2 		$11K Buy
+236
New +$11.1K 0.01% 467
2020
Q2 		– Sell
-132
Closed -$5.38K – 797
2020
Q1 		$5.38K Sell
132
-112
-46% -$5.29K ﹤0.01% 600
2019
Q4 		$11.5K Buy
+244
New +$11K 0.01% 496

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealth Quarterback's WTRG Position: Q3 2021 in Review

Wealth Quarterback increased its Essential Utilities (WTRG) stake by 0.42% in Q3 2021, buying an estimated $48 and bringing the position to 237 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #461.

Wealth Quarterback first reported a position in WTRG in Q4 2019 and has held it in 4 quarters since. The position peaked at $11.5K in Q4 2019. 595 funds tracked by Wall St. Rank hold WTRG as of Q3 2021.

  • Wealth Quarterback held 237 shares of Essential Utilities worth $11K as of Q3 2021.
  • Wealth Quarterback bought 1 Essential Utilities share in Q3 2021, an estimated $48.
  • Essential Utilities made up 0.01% of Wealth Quarterback's portfolio in Q3 2021, its #461 holding.
  • Wealth Quarterback first reported a position in Essential Utilities in Q4 2019 and has held it in 4 quarters since.
  • Wealth Quarterback's Essential Utilities position peaked at $11.5K in Q4 2019.
  • 595 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2021.

Based on Wealth Quarterback's 13F filing for Q3 2021, filed 17 Nov 2021.