Arrow Financial’s Essential Utilities WTRG Stock Holding History

Arrow Financial’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 Q4	–	Sell	-500	Closed	-$19.3K	–	324
2024 Q3	$19.3K	Sell	500 -332	-40%	-$13K	﹤0.01%	265
2024 Q2	$31.1K	Sell	832 -250	-23%	-$9.28K	﹤0.01%	232
2024 Q1	$40.1K	Hold	1,082	–	–	﹤0.01%	218
2023 Q4	$40.4K	Hold	1,082	–	–	﹤0.01%	222
2023 Q3	$37.1K	Hold	1,082	–	–	﹤0.01%	223
2023 Q2	$43.2K	Hold	1,082	–	–	0.01%	208
2023 Q1	$47.2K	Hold	1,082	–	–	0.01%	209
2022 Q4	$52K	Hold	1,082	–	–	0.01%	210
2022 Q3	$45K	Hold	1,082	–	–	0.01%	211
2022 Q2	$50K	Hold	1,082	–	–	0.01%	208
2022 Q1	$55K	Hold	1,082	–	–	0.01%	213
2021 Q4	$58K	Hold	1,082	–	–	0.01%	204
2021 Q3	$50K	Hold	1,082	–	–	0.01%	215
2021 Q2	$49K	Hold	1,082	–	–	0.01%	218
2021 Q1	$48K	Hold	1,082	–	–	0.01%	213
2020 Q4	$51K	Hold	1,082	–	–	0.01%	197
2020 Q3	$44K	Hold	1,082	–	–	0.01%	198
2020 Q2	$46K	Hold	1,082	–	–	0.01%	208
2020 Q1	$44K	Hold	1,082	–	–	0.01%	205
2019 Q4	$51K	Hold	1,082	–	–	0.01%	222
2019 Q3	$49K	Sell	1,082 -100	-8%	-$4.29K	0.01%	218
2019 Q2	$49K	Buy	1,182 +100	+9%	+$3.89K	0.01%	226
2019 Q1	$39K	Hold	1,082	–	–	0.01%	237
2018 Q4	$37K	Hold	1,082	–	–	0.01%	223
2018 Q3	$40K	Hold	1,082	–	–	0.01%	235
2018 Q2	$38K	Hold	1,082	–	–	0.01%	223
2018 Q1	$37K	Hold	1,082	–	–	0.01%	232
2017 Q4	$42K	Hold	1,082	–	–	0.01%	220
2017 Q3	$36K	Hold	1,082	–	–	0.01%	227
2017 Q2	$36K	Hold	1,082	–	–	0.01%	229
2017 Q1	$35K	Hold	1,082	–	–	0.01%	229
2016 Q4	$33K	Sell	1,082 -375	-26%	-$11.2K	0.01%	230
2016 Q3	$44K	Hold	1,457	–	–	0.01%	217
2016 Q2	$52K	Sell	1,457 -250	-15%	-$8.14K	0.01%	212
2016 Q1	$54K	Hold	1,707	–	–	0.01%	215
2015 Q4	$51K	Hold	1,707	–	–	0.01%	209
2015 Q3	$45K	Hold	1,707	–	–	0.01%	207
2015 Q2	$42K	Hold	1,707	–	–	0.01%	215
2015 Q1	$45K	Hold	1,707	–	–	0.01%	212
2014 Q4	$46K	Sell	1,707 -562	-25%	-$14.4K	0.01%	205
2014 Q3	$53K	Buy	2,269 +420	+23%	+$10.3K	0.01%	214
2014 Q2	$48K	Hold	1,849	–	–	0.01%	225
2014 Q1	$46K	Hold	1,849	–	–	0.01%	216
2013 Q4	$44K	Sell	1,849 -700	-27%	-$17.1K	0.01%	208
2013 Q3	$63K	Buy	2,549 +468	+22%	+$11.9K	0.02%	189
2013 Q2	$53K	Buy	+2,081	New	+$52.8K	0.02%	182

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 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 $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrow Financial's WTRG Position: Q4 2024 in Review

Arrow Financial sold out of Essential Utilities (WTRG) in Q4 2024, closing a stake of 500 shares — an estimated $19.3K sold.

Arrow Financial first reported a position in WTRG in Q2 2013 and held it in 46 quarters. The position peaked at $63K in Q3 2013. 622 funds tracked by Wall St. Rank hold WTRG as of Q4 2024.

Arrow Financial reported no remaining Essential Utilities position as of Q4 2024 after selling out during the quarter.
Arrow Financial sold 500 Essential Utilities shares in Q4 2024, an estimated $19.3K.
Arrow Financial first reported a position in Essential Utilities in Q2 2013 and held it in 46 quarters.
Arrow Financial's Essential Utilities position peaked at $63K in Q3 2013.
622 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2024.

Based on Arrow Financial's 13F filing for Q4 2024, filed 14 Feb 2025.