Resources Management Corp’s Essential Utilities WTRG Stock Holding History

Resources Management Corp’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	-650	Closed	-$24K	–	445
2024 Q1	$24K	Hold	650	–	–	﹤0.01%	328
2023 Q4	$24K	Sell	650 -400	-38%	-$14K	﹤0.01%	328
2023 Q3	$36K	Buy	1,050 +750	+250%	+$29.1K	0.01%	304
2023 Q2	$12K	Sell	300 -80,157	-100%	-$3.36M	﹤0.01%	357
2023 Q1	$3.13M	Buy	80,457 +80,157	+26,719%	+$3.62M	0.5%	52
2022 Q4	$14K	Sell	300 -57	-16%	-$2.58K	﹤0.01%	361
2022 Q3	$15K	Hold	357	–	–	﹤0.01%	362
2022 Q2	$16K	Hold	357	–	–	﹤0.01%	367
2022 Q1	$18K	Hold	357	–	–	﹤0.01%	365
2021 Q4	$19K	Hold	357	–	–	﹤0.01%	377
2021 Q3	$16K	Hold	357	–	–	﹤0.01%	377
2021 Q2	$16K	Hold	357	–	–	﹤0.01%	389
2021 Q1	$16K	Buy	357 +57	+19%	+$2.57K	﹤0.01%	380
2020 Q4	$14K	Hold	300	–	–	﹤0.01%	384
2020 Q3	$12K	Hold	300	–	–	﹤0.01%	369
2020 Q2	$13K	Hold	300	–	–	﹤0.01%	371
2020 Q1	$12K	Hold	300	–	–	﹤0.01%	377
2019 Q4	$14K	Hold	300	–	–	﹤0.01%	364
2019 Q3	$13K	Buy	+300	New	+$12.9K	﹤0.01%	393
2018 Q4	$10K	Buy	+300	New	+$10.4K	﹤0.01%	395

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Resources Management Corp's WTRG Position: Q2 2024 in Review

Resources Management Corp sold out of Essential Utilities (WTRG) in Q2 2024, closing a stake of 650 shares — an estimated $24K sold.

Resources Management Corp first reported a position in WTRG in Q4 2018 and held it in 20 quarters. The position peaked at $3.13M in Q1 2023. 601 funds tracked by Wall St. Rank hold WTRG as of Q2 2024.

Resources Management Corp reported no remaining Essential Utilities position as of Q2 2024 after selling out during the quarter.
Resources Management Corp sold 650 Essential Utilities shares in Q2 2024, an estimated $24K.
Resources Management Corp first reported a position in Essential Utilities in Q4 2018 and held it in 20 quarters.
Resources Management Corp's Essential Utilities position peaked at $3.13M in Q1 2023.
601 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2024.

Based on Resources Management Corp's 13F filing for Q2 2024, filed 14 Aug 2024.