FCA
WTRG icon

FinTrust Capital Advisors’s Essential Utilities WTRG Stock Holding History

FinTrust Capital 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
Q3 		$24.1K Hold
625
– – ﹤0.01% 767
2024
Q2 		$23.3K Hold
625
– – ﹤0.01% 730
2024
Q1 		$23.2K Buy
+625
New +$22.7K ﹤0.01% 707

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FinTrust Capital Advisors's WTRG Position: Q3 2024 in Review

FinTrust Capital Advisors held its Essential Utilities (WTRG) position steady in Q3 2024 at 625 shares worth $24.1K. The position accounts for ﹤0.01% of the portfolio, ranked #767.

FinTrust Capital Advisors first reported a position in WTRG in Q1 2024 and has held it in 3 quarters since. 627 funds tracked by Wall St. Rank hold WTRG as of Q3 2024.

  • FinTrust Capital Advisors held 625 shares of Essential Utilities worth $24.1K as of Q3 2024.
  • FinTrust Capital Advisors left its Essential Utilities share count unchanged in Q3 2024.
  • Essential Utilities made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #767 holding.
  • FinTrust Capital Advisors first reported a position in Essential Utilities in Q1 2024 and has held it in 3 quarters since.
  • 627 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.