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Schrum Private Wealth Management’s Essential Utilities WTRG Stock Holding History

Schrum Private 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
2024
Q4 		– Sell
-5,750
Closed -$222K – 173
2024
Q3 		$222K Buy
+5,750
New +$226K 0.11% 159

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
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Schrum Private Wealth Management's WTRG Position: Q4 2024 in Review

Schrum Private Wealth Management sold out of Essential Utilities (WTRG) in Q4 2024, closing a stake of 5,750 shares — an estimated $222K sold.

Schrum Private Wealth Management first reported a position in WTRG in Q3 2024 and held it in 1 quarter. The position peaked at $222K in Q3 2024. 621 funds tracked by Wall St. Rank hold WTRG as of Q4 2024.

  • Schrum Private Wealth Management reported no remaining Essential Utilities position as of Q4 2024 after selling out during the quarter.
  • Schrum Private Wealth Management sold 5,750 Essential Utilities shares in Q4 2024, an estimated $222K.
  • Schrum Private Wealth Management first reported a position in Essential Utilities in Q3 2024 and held it in 1 quarter.
  • Schrum Private Wealth Management's Essential Utilities position peaked at $222K in Q3 2024.
  • 621 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2024.

Based on Schrum Private Wealth Management's 13F filing for Q4 2024, filed 7 Feb 2025.