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Northwest Financial Advisors’s Essential Utilities WTRG Stock Holding History

Northwest Financial 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
Q1 		– Sell
-1,183
Closed -$44.2K – 538
2023
Q4 		$44.2K Buy
+1,183
New +$41.3K 0.04% 223

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Northwest Financial Advisors's WTRG Position: Q1 2024 in Review

Northwest Financial Advisors sold out of Essential Utilities (WTRG) in Q1 2024, closing a stake of 1,183 shares — an estimated $44.2K sold.

Northwest Financial Advisors first reported a position in WTRG in Q4 2023 and held it in 1 quarter. The position peaked at $44.2K in Q4 2023. 593 funds tracked by Wall St. Rank hold WTRG as of Q1 2024.

  • Northwest Financial Advisors reported no remaining Essential Utilities position as of Q1 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 1,183 Essential Utilities shares in Q1 2024, an estimated $44.2K.
  • Northwest Financial Advisors first reported a position in Essential Utilities in Q4 2023 and held it in 1 quarter.
  • Northwest Financial Advisors's Essential Utilities position peaked at $44.2K in Q4 2023.
  • 593 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2024.

Based on Northwest Financial Advisors's 13F filing for Q1 2024, filed 9 May 2024.