ZIMP
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Zimmermann Investment Management & Planning’s Essential Utilities WTRG Stock Holding History

Zimmermann Investment Management & Planning’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
Q2 		– Sell
-7,051
Closed -$361K – 93
2022
Q1 		$361K Buy
+7,051
New +$340K 0.21% 65

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PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Norges Bank
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zimmermann Investment Management & Planning's WTRG Position: Q2 2022 in Review

Zimmermann Investment Management & Planning sold out of Essential Utilities (WTRG) in Q2 2022, closing a stake of 7,051 shares — an estimated $361K sold.

Zimmermann Investment Management & Planning first reported a position in WTRG in Q1 2022 and held it in 1 quarter. The position peaked at $361K in Q1 2022. 634 funds tracked by Wall St. Rank hold WTRG as of Q2 2022.

  • Zimmermann Investment Management & Planning reported no remaining Essential Utilities position as of Q2 2022 after selling out during the quarter.
  • Zimmermann Investment Management & Planning sold 7,051 Essential Utilities shares in Q2 2022, an estimated $361K.
  • Zimmermann Investment Management & Planning first reported a position in Essential Utilities in Q1 2022 and held it in 1 quarter.
  • Zimmermann Investment Management & Planning's Essential Utilities position peaked at $361K in Q1 2022.
  • 634 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2022.

Based on Zimmermann Investment Management & Planning's 13F filing for Q2 2022, filed 28 Jul 2022.