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Choate Investment Advisors’s Essential Utilities WTRG Stock Holding History

Choate Investment 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
Q2 		– Sell
-7,804
Closed -$289K – 412
2024
Q1 		$289K Buy
7,804
+1,726
+28% +$62.6K 0.01% 338
2023
Q4 		$227K Buy
+6,078
New +$212K 0.01% 348

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
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
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

Choate Investment Advisors's WTRG Position: Q2 2024 in Review

Choate Investment Advisors sold out of Essential Utilities (WTRG) in Q2 2024, closing a stake of 7,804 shares — an estimated $289K sold.

Choate Investment Advisors first reported a position in WTRG in Q4 2023 and held it in 2 quarters. The position peaked at $289K in Q1 2024. 600 funds tracked by Wall St. Rank hold WTRG as of Q2 2024.

  • Choate Investment Advisors reported no remaining Essential Utilities position as of Q2 2024 after selling out during the quarter.
  • Choate Investment Advisors sold 7,804 Essential Utilities shares in Q2 2024, an estimated $289K.
  • Choate Investment Advisors first reported a position in Essential Utilities in Q4 2023 and held it in 2 quarters.
  • Choate Investment Advisors's Essential Utilities position peaked at $289K in Q1 2024.
  • 600 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2024.

Based on Choate Investment Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.