Wipfli Financial Advisors’s Essential Utilities WTRG Stock Holding History

Wipfli Financial 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
2022 Q3	$306K	Buy	+7,390	New	+$358K	0.02%	324

Other funds holding WTRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wipfli Financial Advisors's WTRG Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Essential Utilities (WTRG) in Q3 2022: 7,390 shares worth $306K. The stake represents 0.02% of the portfolio and ranks #324 among its holdings.

636 funds tracked by Wall St. Rank hold WTRG as of Q3 2022.

Wipfli Financial Advisors held 7,390 shares of Essential Utilities worth $306K as of Q3 2022.
Essential Utilities was a new Wipfli Financial Advisors position in Q3 2022.
Essential Utilities made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #324 holding.
636 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.