WA
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Wealthstar Advisors’s Essential Utilities WTRG Stock Holding History

Wealthstar Advisors’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
Q2 		– Sell
-7,331
Closed -$320K – 98
2023
Q1 		$320K Buy
7,331
+1
+0% +$45 0.12% 73
2022
Q4 		$350K Hold
7,330
– – 0.16% 69
2022
Q3 		$304K Buy
+7,330
New +$355K 0.14% 75

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
Amundi
Amundi Paris, France $367B AUM 31.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Wealthstar Advisors's WTRG Position: Q2 2023 in Review

Wealthstar Advisors sold out of Essential Utilities (WTRG) in Q2 2023, closing a stake of 7,331 shares — an estimated $320K sold.

Wealthstar Advisors first reported a position in WTRG in Q3 2022 and held it in 3 quarters. The position peaked at $350K in Q4 2022. 625 funds tracked by Wall St. Rank hold WTRG as of Q2 2023.

  • Wealthstar Advisors reported no remaining Essential Utilities position as of Q2 2023 after selling out during the quarter.
  • Wealthstar Advisors sold 7,331 Essential Utilities shares in Q2 2023, an estimated $320K.
  • Wealthstar Advisors first reported a position in Essential Utilities in Q3 2022 and held it in 3 quarters.
  • Wealthstar Advisors's Essential Utilities position peaked at $350K in Q4 2022.
  • 625 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2023.

Based on Wealthstar Advisors's 13F filing for Q2 2023, filed 17 Jul 2023.