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First Personal Financial Services’s Essential Utilities WTRG Stock Holding History

First Personal Financial Services’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 		$1.73M Sell
44,865
-114
-0.3% -$4.48K 0.37% 63
2024
Q2 		$1.68M Buy
44,979
+1,305
+3% +$48.4K 0.38% 61
2024
Q1 		$1.62M Buy
43,674
+478
+1% +$17.3K 0.38% 58
2023
Q4 		$1.61M Buy
43,196
+535
+1% +$18.7K 0.39% 60
2023
Q3 		$1.46M Sell
42,661
-3,109
-7% -$120K 0.38% 59
2023
Q2 		$1.83M Sell
45,770
-581
-1% -$24.4K 0.45% 56
2023
Q1 		$2.02M Buy
46,351
+1,117
+2% +$50.4K 0.52% 53
2022
Q4 		$2.16M Buy
45,234
+1,610
+4% +$72.9K 0.58% 49
2022
Q3 		$1.8M Buy
43,624
+585
+1% +$28.3K 0.52% 52
2022
Q2 		$1.97M Buy
43,039
+370
+0.9% +$17.2K 0.55% 51
2022
Q1 		$2.18M Buy
42,669
+4,409
+12% +$213K 0.51% 54
2021
Q4 		$2.05M Hold
38,260
– – 0.46% 53
2021
Q3 		$1.76M Buy
38,260
+320
+0.8% +$15.5K 0.44% 54
2021
Q2 		$1.73M Buy
37,940
+1,419
+4% +$66.6K 0.44% 54
2021
Q1 		$1.63M Buy
36,521
+1,625
+5% +$73.4K 0.45% 56
2020
Q4 		$1.65M Buy
34,896
+1,489
+4% +$66.1K 0.47% 53
2020
Q3 		$1.34M Sell
33,407
-367
-1% -$15.8K 0.43% 55
2020
Q2 		$1.43M Buy
33,774
+1,286
+4% +$54.3K 0.49% 55
2020
Q1 		$1.32M Buy
32,488
+2,081
+7% +$98.2K 0.51% 54
2019
Q4 		$1.43M Buy
30,407
+455
+2% +$20.5K 0.46% 57
2019
Q3 		$1.34M Sell
29,952
-195
-0.6% -$8.37K 0.42% 58
2019
Q2 		$1.25M Buy
30,147
+160
+0.5% +$6.22K 0.36% 63
2019
Q1 		$1.09M Buy
29,987
+345
+1% +$12.2K 0.33% 68
2018
Q4 		$1.01M Sell
29,642
-4,437
-13% -$154K 0.35% 68
2018
Q3 		$1.26M Buy
34,079
+8,555
+34% +$316K 0.4% 63
2018
Q2 		$898K Buy
25,524
+6,395
+33% +$219K 0.3% 75
2018
Q1 		$652K Buy
19,129
+15,404
+414% +$536K 0.14% 128
2017
Q4 		$146K Buy
3,725
+455
+14% +$16.6K 0.03% 285
2017
Q3 		$109K Buy
3,270
+1,200
+58% +$40.2K 0.02% 306
2017
Q2 		$69K Hold
2,070
– – 0.02% 361
2017
Q1 		$67K Buy
+2,070
New +$63.6K 0.02% 342

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

First Personal Financial Services's WTRG Position: Q3 2024 in Review

First Personal Financial Services reduced its Essential Utilities (WTRG) stake by 0.25% in Q3 2024, selling an estimated $4.48K and leaving 44,865 shares worth $1.73M. The position accounts for 0.37% of the portfolio, ranked #63.

First Personal Financial Services first reported a position in WTRG in Q1 2017 and has held it in 31 quarters since. The position peaked at $2.18M in Q1 2022. 627 funds tracked by Wall St. Rank hold WTRG as of Q3 2024.

  • First Personal Financial Services held 44,865 shares of Essential Utilities worth $1.73M as of Q3 2024.
  • First Personal Financial Services sold 114 Essential Utilities shares in Q3 2024, an estimated $4.48K.
  • Essential Utilities made up 0.37% of First Personal Financial Services's portfolio in Q3 2024, its #63 holding.
  • First Personal Financial Services first reported a position in Essential Utilities in Q1 2017 and has held it in 31 quarters since.
  • First Personal Financial Services's Essential Utilities position peaked at $2.18M in Q1 2022.
  • 627 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.