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Private Wealth Management Group’s York Water YORW Stock Holding History

Private Wealth Management Group’s Portfolio YORW Stock Details YORW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-34
Closed -$1.31K – 1600
2023
Q4 		$1.31K Buy
+34
New +$1.28K ﹤0.01% 1168

Other funds holding YORW

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
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Private Wealth Management Group's YORW Position: Q1 2024 in Review

Private Wealth Management Group sold out of York Water (YORW) in Q1 2024, closing a stake of 34 shares — an estimated $1.31K sold.

Private Wealth Management Group first reported a position in YORW in Q4 2023 and held it in 1 quarter. The position peaked at $1.31K in Q4 2023. 136 funds tracked by Wall St. Rank hold YORW as of Q1 2024.

  • Private Wealth Management Group reported no remaining York Water position as of Q1 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 34 York Water shares in Q1 2024, an estimated $1.31K.
  • Private Wealth Management Group first reported a position in York Water in Q4 2023 and held it in 1 quarter.
  • Private Wealth Management Group's York Water position peaked at $1.31K in Q4 2023.
  • 136 funds tracked by Wall St. Rank held York Water as of Q1 2024.

Based on Private Wealth Management Group's 13F filing for Q1 2024, filed 30 Apr 2024.