RWMG
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Redwood Wealth Management Group’s Essential Utilities WTRG Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-4,659
Closed -$174K – 1105
2024
Q2 		$174K Buy
+4,659
New +$173K 0.13% 124
2023
Q2 		– Sell
-4,596
Closed -$201K – 163
2023
Q1 		$201K Hold
4,596
– – 0.23% 123
2022
Q4 		$219K Buy
+4,596
New +$208K 0.27% 102

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Redwood Wealth Management Group's WTRG Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Essential Utilities (WTRG) in Q3 2024, closing a stake of 4,659 shares — an estimated $174K sold.

Redwood Wealth Management Group first reported a position in WTRG in Q4 2022 and held it in 3 quarters. The position peaked at $219K in Q4 2022. 627 funds tracked by Wall St. Rank hold WTRG as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Essential Utilities position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 4,659 Essential Utilities shares in Q3 2024, an estimated $174K.
  • Redwood Wealth Management Group first reported a position in Essential Utilities in Q4 2022 and held it in 3 quarters.
  • Redwood Wealth Management Group's Essential Utilities position peaked at $219K in Q4 2022.
  • 627 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.