Bromfield Sneider Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Bromfield Sneider Wealth 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
2024 Q1	$61.4K	Hold	1,657	–	–	0.04%	65
2023 Q4	$61.9K	Hold	1,657	–	–	0.04%	63
2023 Q3	$56.9K	Hold	1,657	–	–	0.04%	62
2023 Q2	$66.1K	Hold	1,657	–	–	0.05%	60
2023 Q1	$72.3K	Hold	1,657	–	–	0.06%	55
2022 Q4	$79.1K	Hold	1,657	–	–	0.07%	49
2022 Q3	$69K	Hold	1,657	–	–	0.08%	49
2022 Q2	$76K	Hold	1,657	–	–	0.09%	48
2022 Q1	$85K	Buy	+1,657	New	+$80K	0.09%	52

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Bromfield Sneider Wealth Advisors's WTRG Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its Essential Utilities (WTRG) position steady in Q1 2024 at 1,657 shares worth $61.4K. The position accounts for 0.04% of the portfolio, ranked #65.

Bromfield Sneider Wealth Advisors first reported a position in WTRG in Q1 2022 and has held it in 9 quarters since. The position peaked at $85K in Q1 2022. 593 funds tracked by Wall St. Rank hold WTRG as of Q1 2024.

Bromfield Sneider Wealth Advisors held 1,657 shares of Essential Utilities worth $61.4K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its Essential Utilities share count unchanged in Q1 2024.
Essential Utilities made up 0.04% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #65 holding.
Bromfield Sneider Wealth Advisors first reported a position in Essential Utilities in Q1 2022 and has held it in 9 quarters since.
Bromfield Sneider Wealth Advisors's Essential Utilities position peaked at $85K in Q1 2022.
593 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.