Crewe Advisors’s Essential Utilities WTRG Stock Holding History

Crewe 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	–	Sell	-8	Closed	-$299	–	1021
2023 Q4	$299	Buy	+8	New	+$279	﹤0.01%	338

Other funds holding WTRG

BlackRock New York $5.72T AUM 30.48% 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 $155B AUM 29.93% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Crewe Advisors's WTRG Position: Q1 2024 in Review

Crewe Advisors sold out of Essential Utilities (WTRG) in Q1 2024, closing a stake of 8 shares — an estimated $299 sold.

Crewe Advisors first reported a position in WTRG in Q4 2023 and held it in 1 quarter. The position peaked at $299 in Q4 2023. 593 funds tracked by Wall St. Rank hold WTRG as of Q1 2024.

Crewe Advisors reported no remaining Essential Utilities position as of Q1 2024 after selling out during the quarter.
Crewe Advisors sold 8 Essential Utilities shares in Q1 2024, an estimated $299.
Crewe Advisors first reported a position in Essential Utilities in Q4 2023 and held it in 1 quarter.
Crewe Advisors's Essential Utilities position peaked at $299 in Q4 2023.
593 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2024.

Based on Crewe Advisors's 13F filing for Q1 2024, filed 14 May 2024.