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Triad Wealth Partners’s Essential Utilities WTRG Stock Holding History

Triad Wealth Partners’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
-59
Closed -$2.2K – 955
2024
Q2 		$2.2K Buy
+59
New +$2.19K ﹤0.01% 742

Other funds holding WTRG

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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

Triad Wealth Partners's WTRG Position: Q3 2024 in Review

Triad Wealth Partners sold out of Essential Utilities (WTRG) in Q3 2024, closing a stake of 59 shares — an estimated $2.2K sold.

Triad Wealth Partners first reported a position in WTRG in Q2 2024 and held it in 1 quarter. The position peaked at $2.2K in Q2 2024. 627 funds tracked by Wall St. Rank hold WTRG as of Q3 2024.

  • Triad Wealth Partners reported no remaining Essential Utilities position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 59 Essential Utilities shares in Q3 2024, an estimated $2.2K.
  • Triad Wealth Partners first reported a position in Essential Utilities in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Essential Utilities position peaked at $2.2K in Q2 2024.
  • 627 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.