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Cetera Advisors’s Essential Utilities WTRG Stock Holding History

Cetera 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 		$522K Buy
+14,101
New +$511K ﹤0.01% 1570
2023
Q1 		– Sell
-4,288
Closed -$205K – 1735
2022
Q4 		$205K Buy
+4,288
New +$194K ﹤0.01% 1434

Other funds holding WTRG

BlackRock
BlackRock New York $5.72T 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Cetera Advisors's WTRG Position: Q1 2024 in Review

Cetera Advisors opened a new position in Essential Utilities (WTRG) in Q1 2024: 14,101 shares worth $522K. The stake represents ﹤0.01% of the portfolio and ranks #1570 among its holdings. This is a return to the name: Cetera Advisors previously reported a position in WTRG as recently as Q4 2022.

Cetera Advisors first reported a position in WTRG in Q4 2022 and has held it in 2 quarters since. 593 funds tracked by Wall St. Rank hold WTRG as of Q1 2024.

  • Cetera Advisors held 14,101 shares of Essential Utilities worth $522K as of Q1 2024.
  • Essential Utilities was a new Cetera Advisors position in Q1 2024.
  • Essential Utilities made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1570 holding.
  • Cetera Advisors first reported a position in Essential Utilities in Q4 2022 and has held it in 2 quarters since.
  • 593 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.