Cetera Investment Advisers
YORW icon

Cetera Investment Advisers’s York Water YORW Stock Holding History

Cetera Investment Advisers’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$273K Buy
8,953
+718
+9% +$23.2K ﹤0.01% 4070
2025
Q4 		$262K Buy
+8,235
New +$264K ﹤0.01% 4021
2024
Q4 		– Sell
-6,179
Closed -$231K – 3906
2024
Q3 		$231K Sell
6,179
-339
-5% -$13.2K ﹤0.01% 3280
2024
Q2 		$242K Buy
6,518
+213
+3% +$7.72K ﹤0.01% 3231
2024
Q1 		$229K Buy
+6,305
New +$227K ﹤0.01% 3267

Other funds holding YORW

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ZP
Zimmer Partners New York $4.08B AUM 14.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM