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Maryland Capital Advisors’s Essential Utilities WTRG Stock Holding History

Maryland 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
Q2 		– Sell
-75
Closed -$2.78K – 254
2024
Q1 		$2.78K Sell
75
-75
-50% -$2.72K ﹤0.01% 195
2023
Q4 		$5.6K Hold
150
– – ﹤0.01% 181
2023
Q3 		$5.15K Hold
150
– – ﹤0.01% 183
2023
Q2 		$5.99K Hold
150
– – ﹤0.01% 186
2023
Q1 		$6.55K Hold
150
– – 0.01% 188
2022
Q4 		$7.16K Hold
150
– – 0.01% 188
2022
Q3 		$6K Hold
150
– – 0.01% 193
2022
Q2 		$7K Buy
+150
New +$6.97K 0.01% 188

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

Maryland Capital Advisors's WTRG Position: Q2 2024 in Review

Maryland Capital Advisors sold out of Essential Utilities (WTRG) in Q2 2024, closing a stake of 75 shares — an estimated $2.78K sold.

Maryland Capital Advisors first reported a position in WTRG in Q2 2022 and held it in 8 quarters. The position peaked at $7.16K in Q4 2022. 600 funds tracked by Wall St. Rank hold WTRG as of Q2 2024.

  • Maryland Capital Advisors reported no remaining Essential Utilities position as of Q2 2024 after selling out during the quarter.
  • Maryland Capital Advisors sold 75 Essential Utilities shares in Q2 2024, an estimated $2.78K.
  • Maryland Capital Advisors first reported a position in Essential Utilities in Q2 2022 and held it in 8 quarters.
  • Maryland Capital Advisors's Essential Utilities position peaked at $7.16K in Q4 2022.
  • 600 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2024.

Based on Maryland Capital Advisors's 13F filing for Q2 2024, filed 25 Jul 2024.