RWM
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Ruedi Wealth Management’s Essential Utilities WTRG Stock Holding History

Ruedi Wealth Management’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
2023
Q2 		– Sell
-444
Closed -$19.4K – 266
2023
Q1 		$19.4K Hold
444
– – 0.01% 125
2022
Q4 		$21.2K Buy
+444
New +$20.1K 0.01% 112

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Ruedi Wealth Management's WTRG Position: Q2 2023 in Review

Ruedi Wealth Management sold out of Essential Utilities (WTRG) in Q2 2023, closing a stake of 444 shares — an estimated $19.4K sold.

Ruedi Wealth Management first reported a position in WTRG in Q4 2022 and held it in 2 quarters. The position peaked at $21.2K in Q4 2022. 625 funds tracked by Wall St. Rank hold WTRG as of Q2 2023.

  • Ruedi Wealth Management reported no remaining Essential Utilities position as of Q2 2023 after selling out during the quarter.
  • Ruedi Wealth Management sold 444 Essential Utilities shares in Q2 2023, an estimated $19.4K.
  • Ruedi Wealth Management first reported a position in Essential Utilities in Q4 2022 and held it in 2 quarters.
  • Ruedi Wealth Management's Essential Utilities position peaked at $21.2K in Q4 2022.
  • 625 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2023.

Based on Ruedi Wealth Management's 13F filing for Q2 2023, filed 27 Jul 2023.