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Mine & Arao Wealth Creation & Management’s Essential Utilities WTRG Stock Holding History

Mine & Arao Wealth Creation & 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
-113
Closed -$4.19K – 369
2024
Q1 		$4.19K Hold
113
– – ﹤0.01% 255
2023
Q4 		$4.22K Hold
113
– – ﹤0.01% 259
2023
Q3 		$3.88K Hold
113
– – ﹤0.01% 260
2023
Q2 		$4.51K Hold
113
– – ﹤0.01% 269
2023
Q1 		$4.93K Hold
113
– – ﹤0.01% 264
2022
Q4 		$5.39K Buy
113
+1
+0.9% +$45 ﹤0.01% 255
2022
Q3 		$5K Hold
112
– – ﹤0.01% 285
2022
Q2 		$5K Buy
112
+1
+0.9% +$46 ﹤0.01% 278
2022
Q1 		$6K Buy
+111
New +$5.36K ﹤0.01% 270

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

Mine & Arao Wealth Creation & Management's WTRG Position: Q2 2024 in Review

Mine & Arao Wealth Creation & Management sold out of Essential Utilities (WTRG) in Q2 2024, closing a stake of 113 shares — an estimated $4.19K sold.

Mine & Arao Wealth Creation & Management first reported a position in WTRG in Q1 2022 and held it in 9 quarters. The position peaked at $6K in Q1 2022. 600 funds tracked by Wall St. Rank hold WTRG as of Q2 2024.

  • Mine & Arao Wealth Creation & Management reported no remaining Essential Utilities position as of Q2 2024 after selling out during the quarter.
  • Mine & Arao Wealth Creation & Management sold 113 Essential Utilities shares in Q2 2024, an estimated $4.19K.
  • Mine & Arao Wealth Creation & Management first reported a position in Essential Utilities in Q1 2022 and held it in 9 quarters.
  • Mine & Arao Wealth Creation & Management's Essential Utilities position peaked at $6K in Q1 2022.
  • 600 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2024.

Based on Mine & Arao Wealth Creation & Management's 13F filing for Q2 2024, filed 6 Aug 2024.