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Widmann Financial Services’s Essential Utilities WTRG Stock Holding History

Widmann Financial Services’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
2022
Q1 		– Sell
-2,310
Closed -$124K – 464
2021
Q4 		$124K Buy
+2,310
New +$112K 0.1% 111

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Widmann Financial Services's WTRG Position: Q1 2022 in Review

Widmann Financial Services sold out of Essential Utilities (WTRG) in Q1 2022, closing a stake of 2,310 shares — an estimated $124K sold.

Widmann Financial Services first reported a position in WTRG in Q4 2021 and held it in 1 quarter. The position peaked at $124K in Q4 2021. 642 funds tracked by Wall St. Rank hold WTRG as of Q1 2022.

  • Widmann Financial Services reported no remaining Essential Utilities position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 2,310 Essential Utilities shares in Q1 2022, an estimated $124K.
  • Widmann Financial Services first reported a position in Essential Utilities in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Essential Utilities position peaked at $124K in Q4 2021.
  • 642 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.