TFF
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The Family Firm’s Essential Utilities WTRG Stock Holding History

The Family Firm’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
-321
Closed -$12K – 853
2024
Q2 		$12K Buy
+321
New +$11.9K ﹤0.01% 656

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

The Family Firm's WTRG Position: Q3 2024 in Review

The Family Firm sold out of Essential Utilities (WTRG) in Q3 2024, closing a stake of 321 shares — an estimated $12K sold.

The Family Firm first reported a position in WTRG in Q2 2024 and held it in 1 quarter. The position peaked at $12K in Q2 2024. 628 funds tracked by Wall St. Rank hold WTRG as of Q3 2024.

  • The Family Firm reported no remaining Essential Utilities position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 321 Essential Utilities shares in Q3 2024, an estimated $12K.
  • The Family Firm first reported a position in Essential Utilities in Q2 2024 and held it in 1 quarter.
  • The Family Firm's Essential Utilities position peaked at $12K in Q2 2024.
  • 628 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.