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PSI Advisors’s Essential Utilities WTRG Stock Holding History

PSI 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
-891
Closed -$33.3K – 862
2023
Q4 		$33.3K Hold
891
– – 0.01% 324
2023
Q3 		$30.6K Buy
+891
New +$34.5K 0.01% 321

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

PSI Advisors's WTRG Position: Q1 2024 in Review

PSI Advisors sold out of Essential Utilities (WTRG) in Q1 2024, closing a stake of 891 shares — an estimated $33.3K sold.

PSI Advisors first reported a position in WTRG in Q3 2023 and held it in 2 quarters. The position peaked at $33.3K in Q4 2023. 593 funds tracked by Wall St. Rank hold WTRG as of Q1 2024.

  • PSI Advisors reported no remaining Essential Utilities position as of Q1 2024 after selling out during the quarter.
  • PSI Advisors sold 891 Essential Utilities shares in Q1 2024, an estimated $33.3K.
  • PSI Advisors first reported a position in Essential Utilities in Q3 2023 and held it in 2 quarters.
  • PSI Advisors's Essential Utilities position peaked at $33.3K in Q4 2023.
  • 593 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2024.

Based on PSI Advisors's 13F filing for Q1 2024, filed 24 Apr 2024.