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Domani Wealth’s York Water YORW Stock Holding History

Domani Wealth’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
2021
Q2 		– Sell
-5,980
Closed -$293K – 136
2021
Q1 		$293K Buy
5,980
+24
+0.4% +$1.09K 0.06% 109
2020
Q4 		$278K Buy
5,956
+24
+0.4% +$1.1K 0.06% 107
2020
Q3 		$251K Buy
5,932
+21
+0.4% +$962 0.06% 106
2020
Q2 		$283K Buy
5,911
+25
+0.4% +$1.08K 0.07% 101
2020
Q1 		$256K Buy
5,886
+22
+0.4% +$998 0.07% 108
2019
Q4 		$270K Buy
5,864
+23
+0.4% +$1.01K 0.09% 95
2019
Q3 		$255K Buy
5,841
+28
+0.5% +$1.06K 0.09% 94
2019
Q2 		$208K Buy
+5,813
New +$199K 0.08% 105

Other funds holding YORW

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Domani Wealth's YORW Position: Q2 2021 in Review

Domani Wealth sold out of York Water (YORW) in Q2 2021, closing a stake of 5,980 shares — an estimated $293K sold.

Domani Wealth first reported a position in YORW in Q2 2019 and held it in 8 quarters. The position peaked at $293K in Q1 2021. 121 funds tracked by Wall St. Rank hold YORW as of Q2 2021.

  • Domani Wealth reported no remaining York Water position as of Q2 2021 after selling out during the quarter.
  • Domani Wealth sold 5,980 York Water shares in Q2 2021, an estimated $293K.
  • Domani Wealth first reported a position in York Water in Q2 2019 and held it in 8 quarters.
  • Domani Wealth's York Water position peaked at $293K in Q1 2021.
  • 121 funds tracked by Wall St. Rank held York Water as of Q2 2021.

Based on Domani Wealth's 13F filing for Q2 2021, filed 22 Jul 2021.