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Delap Wealth Advisory’s Essential Utilities WTRG Stock Holding History

Delap Wealth Advisory’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
-5,462
Closed -$202K – 290
2024
Q1 		$202K Buy
+5,462
New +$198K 0.08% 246

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

Delap Wealth Advisory's WTRG Position: Q2 2024 in Review

Delap Wealth Advisory sold out of Essential Utilities (WTRG) in Q2 2024, closing a stake of 5,462 shares — an estimated $202K sold.

Delap Wealth Advisory first reported a position in WTRG in Q1 2024 and held it in 1 quarter. The position peaked at $202K in Q1 2024. 600 funds tracked by Wall St. Rank hold WTRG as of Q2 2024.

  • Delap Wealth Advisory reported no remaining Essential Utilities position as of Q2 2024 after selling out during the quarter.
  • Delap Wealth Advisory sold 5,462 Essential Utilities shares in Q2 2024, an estimated $202K.
  • Delap Wealth Advisory first reported a position in Essential Utilities in Q1 2024 and held it in 1 quarter.
  • Delap Wealth Advisory's Essential Utilities position peaked at $202K in Q1 2024.
  • 600 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2024.

Based on Delap Wealth Advisory's 13F filing for Q2 2024, filed 13 Aug 2024.