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Weld Capital Management’s Essential Utilities WTRG Stock Holding History

Weld Capital Management’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
Q2 		– Sell
-15,262
Closed -$683K – 398
2021
Q1 		$683K Buy
+15,262
New +$689K 0.29% 136

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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Weld Capital Management's WTRG Position: Q2 2021 in Review

Weld Capital Management sold out of Essential Utilities (WTRG) in Q2 2021, closing a stake of 15,262 shares — an estimated $683K sold.

Weld Capital Management first reported a position in WTRG in Q1 2021 and held it in 1 quarter. The position peaked at $683K in Q1 2021. 589 funds tracked by Wall St. Rank hold WTRG as of Q2 2021.

  • Weld Capital Management reported no remaining Essential Utilities position as of Q2 2021 after selling out during the quarter.
  • Weld Capital Management sold 15,262 Essential Utilities shares in Q2 2021, an estimated $683K.
  • Weld Capital Management first reported a position in Essential Utilities in Q1 2021 and held it in 1 quarter.
  • Weld Capital Management's Essential Utilities position peaked at $683K in Q1 2021.
  • 589 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2021.

Based on Weld Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.