Cetera Advisor Networks’s Essential Utilities WTRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $1.12M | Sell |
30,163
-5,706
| -16% | -$207K | 0.01% | 1385 |
|
|
2023
Q4 | $1.34M | Buy |
35,869
+836
| +2% | +$29.2K | 0.01% | 1191 |
|
|
2023
Q3 | $1.2M | Buy |
35,033
+1,305
| +4% | +$50.6K | 0.01% | 1159 |
|
|
2023
Q2 | $1.35M | Sell |
33,728
-960
| -3% | -$40.3K | 0.01% | 1073 |
|
|
2023
Q1 | $1.51M | Sell |
34,688
-1,691
| -5% | -$76.3K | 0.01% | 983 |
|
|
2022
Q4 | $1.74M | Buy |
36,379
+75
| +0.2% | +$3.4K | 0.01% | 865 |
|
|
2022
Q3 | $1.5M | Buy |
36,304
+573
| +2% | +$27.8K | 0.02% | 705 |
|
|
2022
Q2 | $1.64M | Buy |
35,731
+3,246
| +10% | +$151K | 0.02% | 671 |
|
|
2022
Q1 | $1.66M | Sell |
32,485
-351
| -1% | -$16.9K | 0.02% | 687 |
|
|
2021
Q4 | $1.76M | Buy |
32,836
+10,052
| +44% | +$488K | 0.02% | 646 |
|
|
2021
Q3 | $1.05M | Buy |
22,784
+5,134
| +29% | +$249K | 0.01% | 822 |
|
|
2021
Q2 | $807K | Buy |
17,650
+3,763
| +27% | +$177K | 0.01% | 925 |
|
|
2021
Q1 | $621K | Buy |
13,887
+164
| +1% | +$7.41K | 0.01% | 775 |
|
|
2020
Q4 | $649K | Sell |
13,723
-160
| -1% | -$7.11K | 0.02% | 687 |
|
|
2020
Q3 | $559K | Buy |
13,883
+893
| +7% | +$38.4K | 0.01% | 674 |
|
|
2020
Q2 | $549K | Sell |
12,990
-594
| -4% | -$25.1K | 0.01% | 662 |
|
|
2020
Q1 | $553K | Sell |
13,584
-2,512
| -16% | -$119K | 0.02% | 581 |
|
|
2019
Q4 | $754K | Buy |
16,096
+326
| +2% | +$14.7K | 0.02% | 591 |
|
|
2019
Q3 | $706K | Buy |
15,770
+1,534
| +11% | +$65.9K | 0.02% | 581 |
|
|
2019
Q2 | $589K | Buy |
14,236
+1,285
| +10% | +$50K | 0.02% | 625 |
|
|
2019
Q1 | $473K | Buy |
12,951
+172
| +1% | +$6.06K | 0.02% | 683 |
|
|
2018
Q4 | $435K | Sell |
12,779
-469
| -4% | -$16.3K | 0.02% | 626 |
|
|
2018
Q3 | $492K | Buy |
13,248
+23
| +0.2% | +$851 | 0.02% | 643 |
|
|
2018
Q2 | $467K | Sell |
13,225
-1,622
| -11% | -$55.6K | 0.02% | 499 |
|
|
2018
Q1 | $506K | Sell |
14,847
-466
| -3% | -$16.2K | 0.02% | 496 |
|
|
2017
Q4 | $601K | Buy |
15,313
+298
| +2% | +$10.9K | 0.03% | 509 |
|
|
2017
Q3 | $497K | Buy |
15,015
+37
| +0.2% | +$1.24K | 0.02% | 525 |
|
|
2017
Q2 | $499K | Buy |
14,978
+186
| +1% | +$6.1K | 0.02% | 515 |
|
|
2017
Q1 | $475K | Buy |
14,792
+538
| +4% | +$16.5K | 0.02% | 514 |
|
|
2016
Q4 | $427K | Sell |
14,254
-10,880
| -43% | -$324K | 0.02% | 534 |
|
|
2016
Q3 | $766K | Buy |
25,134
+11,764
| +88% | +$381K | 0.03% | 448 |
|
|
2016
Q2 | $478K | Buy |
13,370
+333
| +3% | +$10.8K | 0.03% | 465 |
|
|
2016
Q1 | $416K | Buy |
13,037
+2,282
| +21% | +$70.6K | 0.03% | 499 |
|
|
2015
Q4 | $321K | Buy |
10,755
+967
| +10% | +$27.8K | 0.02% | 584 |
|
|
2015
Q3 | $262K | Buy |
+9,788
| New | +$251K | 0.02% | 632 |
|
|
2014
Q4 | – | Sell |
-11,353
| Closed | -$270K | – | 881 |
|
|
2014
Q3 | $270K | Sell |
11,353
-16,967
| -60% | -$414K | 0.02% | 646 |
|
|
2014
Q2 | $745K | Buy |
28,320
+381
| +1% | +$9.58K | 0.05% | 366 |
|
|
2014
Q1 | $702K | Sell |
27,939
-2,267
| -8% | -$54.7K | 0.05% | 356 |
|
|
2013
Q4 | $716K | Buy |
30,206
+250
| +0.8% | +$6.09K | 0.05% | 333 |
|
|
2013
Q3 | $741K | Buy |
29,956
+248
| +0.8% | +$6.32K | 0.06% | 286 |
|
|
2013
Q2 | $746K | Buy |
+29,708
| New | +$754K | 0.07% | 249 |
|
Other funds holding WTRG
Cetera Advisor Networks's WTRG Position: Q1 2024 in Review
Cetera Advisor Networks reduced its Essential Utilities (WTRG) stake by 16% in Q1 2024, selling an estimated $207K and leaving 30,163 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #1385.
Cetera Advisor Networks first reported a position in WTRG in Q2 2013 and has held it in 41 quarters since. The position peaked at $1.76M in Q4 2021. 594 funds tracked by Wall St. Rank hold WTRG as of Q1 2024.
- Cetera Advisor Networks held 30,163 shares of Essential Utilities worth $1.12M as of Q1 2024.
- Cetera Advisor Networks sold 5,706 Essential Utilities shares in Q1 2024, an estimated $207K.
- Essential Utilities made up 0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #1385 holding.
- Cetera Advisor Networks first reported a position in Essential Utilities in Q2 2013 and has held it in 41 quarters since.
- Cetera Advisor Networks's Essential Utilities position peaked at $1.76M in Q4 2021.
- 594 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2024.
Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.