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ICA Group Wealth Management’s Essential Utilities WTRG Stock Holding History

ICA Group Wealth 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
-125
Closed -$4.63K – 1338
2024
Q1 		$4.63K Hold
125
– – ﹤0.01% 1052
2023
Q4 		$4.67K Buy
+125
New +$4.36K ﹤0.01% 1038
2023
Q3 		– Sell
-125
Closed -$4.99K – 1247
2023
Q2 		$4.99K Hold
125
– – ﹤0.01% 978
2023
Q1 		$5.46K Hold
125
– – ﹤0.01% 931
2022
Q4 		$5.97K Buy
+125
New +$5.66K ﹤0.01% 932

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

ICA Group Wealth Management's WTRG Position: Q2 2024 in Review

ICA Group Wealth Management sold out of Essential Utilities (WTRG) in Q2 2024, closing a stake of 125 shares — an estimated $4.63K sold.

ICA Group Wealth Management first reported a position in WTRG in Q4 2022 and held it in 5 quarters. The position peaked at $5.97K in Q4 2022. 600 funds tracked by Wall St. Rank hold WTRG as of Q2 2024.

  • ICA Group Wealth Management reported no remaining Essential Utilities position as of Q2 2024 after selling out during the quarter.
  • ICA Group Wealth Management sold 125 Essential Utilities shares in Q2 2024, an estimated $4.63K.
  • ICA Group Wealth Management first reported a position in Essential Utilities in Q4 2022 and held it in 5 quarters.
  • ICA Group Wealth Management's Essential Utilities position peaked at $5.97K in Q4 2022.
  • 600 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.