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Atria Wealth Solutions’s Essential Utilities WTRG Stock Holding History

Atria Wealth Solutions’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
2025
Q1 		– Sell
-13,864
Closed -$504K – 2097
2024
Q4 		$504K Buy
+13,864
New +$538K 0.01% 1276
2024
Q2 		– Sell
-20,597
Closed -$763K – 2078
2024
Q1 		$763K Sell
20,597
-1,446
-7% -$52.4K 0.01% 1039
2023
Q4 		$823K Buy
22,043
+13,630
+162% +$476K 0.01% 953
2023
Q3 		$289K Buy
8,413
+177
+2% +$6.86K ﹤0.01% 1437
2023
Q2 		$329K Sell
8,236
-125
-1% -$5.25K ﹤0.01% 1377
2023
Q1 		$365K Sell
8,361
-8,142
-49% -$367K 0.01% 1314
2022
Q4 		$788K Buy
16,503
+4,644
+39% +$210K 0.01% 867
2022
Q3 		$491K Sell
11,859
-5,415
-31% -$262K 0.01% 1028
2022
Q2 		$792K Buy
17,274
+3,637
+27% +$169K 0.02% 801
2022
Q1 		$697K Buy
+13,637
New +$658K 0.01% 897

Other funds holding WTRG

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return