Arlington Trust’s Essential Utilities WTRG Stock Holding History

Arlington Trust’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
2024 Q2	–	Sell	-30	Closed	-$1.11K	–	575
2024 Q1	$1.11K	Buy	+30	New	+$1.09K	﹤0.01%	470

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Arlington Trust's WTRG Position: Q2 2024 in Review

Arlington Trust sold out of Essential Utilities (WTRG) in Q2 2024, closing a stake of 30 shares — an estimated $1.11K sold.

Arlington Trust first reported a position in WTRG in Q1 2024 and held it in 1 quarter. The position peaked at $1.11K in Q1 2024. 600 funds tracked by Wall St. Rank hold WTRG as of Q2 2024.

Arlington Trust reported no remaining Essential Utilities position as of Q2 2024 after selling out during the quarter.
Arlington Trust sold 30 Essential Utilities shares in Q2 2024, an estimated $1.11K.
Arlington Trust first reported a position in Essential Utilities in Q1 2024 and held it in 1 quarter.
Arlington Trust's Essential Utilities position peaked at $1.11K in Q1 2024.
600 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2024.

Based on Arlington Trust's 13F filing for Q2 2024, filed 6 Aug 2024.