WP
WTRG icon

WealthPLAN Partners’s Essential Utilities WTRG Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-570
Closed -$22.7K – 1183
2023
Q2 		$22.7K Hold
570
– – ﹤0.01% 654
2023
Q1 		$24.9K Buy
+570
New +$25.7K ﹤0.01% 683

Other funds holding WTRG

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Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
ZP
Zimmer Partners New York $4.34B AUM 22.78% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

WealthPLAN Partners's WTRG Position: Q3 2023 in Review

WealthPLAN Partners sold out of Essential Utilities (WTRG) in Q3 2023, closing a stake of 570 shares — an estimated $22.7K sold.

WealthPLAN Partners first reported a position in WTRG in Q1 2023 and held it in 2 quarters. The position peaked at $24.9K in Q1 2023. 582 funds tracked by Wall St. Rank hold WTRG as of Q3 2023.

  • WealthPLAN Partners reported no remaining Essential Utilities position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 570 Essential Utilities shares in Q3 2023, an estimated $22.7K.
  • WealthPLAN Partners first reported a position in Essential Utilities in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Essential Utilities position peaked at $24.9K in Q1 2023.
  • 582 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.