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Jaffetilchin Investment Partners’s Essential Utilities WTRG Stock Holding History

Jaffetilchin Investment Partners’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
Q4 		– Sell
-184
Closed -$7.11K – 1315
2024
Q3 		$7.11K Buy
+184
New +$7.23K ﹤0.01% 970

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Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
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Northern Trust
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Jaffetilchin Investment Partners's WTRG Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of Essential Utilities (WTRG) in Q4 2024, closing a stake of 184 shares — an estimated $7.11K sold.

Jaffetilchin Investment Partners first reported a position in WTRG in Q3 2024 and held it in 1 quarter. The position peaked at $7.11K in Q3 2024. 622 funds tracked by Wall St. Rank hold WTRG as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining Essential Utilities position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 184 Essential Utilities shares in Q4 2024, an estimated $7.11K.
  • Jaffetilchin Investment Partners first reported a position in Essential Utilities in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Essential Utilities position peaked at $7.11K in Q3 2024.
  • 622 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.