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Fernwood Investment Management’s Essential Utilities WTRG Stock Holding History

Fernwood Investment Management’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
-200
Closed -$7.41K – 690
2024
Q1 		$7.41K Buy
+200
New +$7.25K ﹤0.01% 605

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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

Fernwood Investment Management's WTRG Position: Q2 2024 in Review

Fernwood Investment Management sold out of Essential Utilities (WTRG) in Q2 2024, closing a stake of 200 shares — an estimated $7.41K sold.

Fernwood Investment Management first reported a position in WTRG in Q1 2024 and held it in 1 quarter. The position peaked at $7.41K in Q1 2024. 601 funds tracked by Wall St. Rank hold WTRG as of Q2 2024.

  • Fernwood Investment Management reported no remaining Essential Utilities position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 200 Essential Utilities shares in Q2 2024, an estimated $7.41K.
  • Fernwood Investment Management first reported a position in Essential Utilities in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Essential Utilities position peaked at $7.41K in Q1 2024.
  • 601 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.