Meridian Wealth Partners’s Essential Utilities WTRG Stock Holding History

Meridian Wealth 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 Q1	–	Sell	-5,690	Closed	-$213K	–	111
2023 Q4	$213K	Buy	+5,690	New	+$199K	0.04%	95
2023 Q3	–	Sell	-5,964	Closed	-$238K	–	100
2023 Q2	$238K	Sell	5,964 -3	-0.1%	-$126	0.05%	81
2023 Q1	$260K	Buy	5,967 +55	+0.9%	+$2.48K	0.06%	76
2022 Q4	$282K	Sell	5,912 -668	-10%	-$30.2K	0.07%	67
2022 Q3	$272K	Hold	6,580	–	–	0.07%	63
2022 Q2	$302K	Buy	6,580 +41	+0.6%	+$1.9K	0.07%	58
2022 Q1	$334K	Buy	6,539 +921	+16%	+$44.4K	0.07%	56
2021 Q4	$301K	Buy	+5,618	New	+$273K	0.06%	62
2021 Q2	–	Sell	-1,154	Closed	-$52K	–	1286
2021 Q1	$52K	Buy	1,154 +65	+6%	+$2.94K	0.02%	154
2020 Q4	$51K	Hold	1,089	–	–	0.02%	138
2020 Q3	$44K	Hold	1,089	–	–	0.02%	136
2020 Q2	$46K	Hold	1,089	–	–	0.02%	136
2020 Q1	$44K	Hold	1,089	–	–	0.03%	130
2019 Q4	$51K	Buy	+1,089	New	+$49K	0.03%	136

Other funds holding WTRG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Meridian Wealth Partners's WTRG Position: Q1 2024 in Review

Meridian Wealth Partners sold out of Essential Utilities (WTRG) in Q1 2024, closing a stake of 5,690 shares — an estimated $213K sold.

Meridian Wealth Partners first reported a position in WTRG in Q4 2019 and held it in 14 quarters. The position peaked at $334K in Q1 2022. 593 funds tracked by Wall St. Rank hold WTRG as of Q1 2024.

Meridian Wealth Partners reported no remaining Essential Utilities position as of Q1 2024 after selling out during the quarter.
Meridian Wealth Partners sold 5,690 Essential Utilities shares in Q1 2024, an estimated $213K.
Meridian Wealth Partners first reported a position in Essential Utilities in Q4 2019 and held it in 14 quarters.
Meridian Wealth Partners's Essential Utilities position peaked at $334K in Q1 2022.
593 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2024.

Based on Meridian Wealth Partners's 13F filing for Q1 2024, filed 10 May 2024.