Weaver Consulting Group’s Essential Utilities WTRG Stock Holding History

Weaver Consulting Group’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
2020 Q4	–	Sell	-1,491	Closed	-$60K	–	909
2020 Q3	$60K	Hold	1,491	–	–	0.03%	242
2020 Q2	$63K	Hold	1,491	–	–	0.04%	229
2020 Q1	$61K	Sell	1,491 -422	-22%	-$19.9K	0.04%	204
2019 Q4	$86K	Hold	1,913	–	–	0.05%	178
2019 Q3	$80K	Hold	1,913	–	–	0.04%	180
2019 Q2	$79K	Hold	1,913	–	–	0.04%	176
2019 Q1	$78K	Buy	+1,913	New	+$67.4K	0.02%	376

Other funds holding WTRG

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Weaver Consulting Group's WTRG Position: Q4 2020 in Review

Weaver Consulting Group sold out of Essential Utilities (WTRG) in Q4 2020, closing a stake of 1,491 shares — an estimated $60K sold.

Weaver Consulting Group first reported a position in WTRG in Q1 2019 and held it in 7 quarters. The position peaked at $86K in Q4 2019. 598 funds tracked by Wall St. Rank hold WTRG as of Q4 2020.

Weaver Consulting Group reported no remaining Essential Utilities position as of Q4 2020 after selling out during the quarter.
Weaver Consulting Group sold 1,491 Essential Utilities shares in Q4 2020, an estimated $60K.
Weaver Consulting Group first reported a position in Essential Utilities in Q1 2019 and held it in 7 quarters.
Weaver Consulting Group's Essential Utilities position peaked at $86K in Q4 2019.
598 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.