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Tucker Asset Management’s Essential Utilities WTRG Stock Holding History

Tucker Asset 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
Q2 		– Sell
-21
Closed -$778 – 1804
2024
Q1 		$778 Hold
21
– – ﹤0.01% 1461
2023
Q4 		$784 Hold
21
– – ﹤0.01% 1278
2023
Q3 		$721 Buy
+21
New +$814 ﹤0.01% 1220
2023
Q1 		– Sell
-9
Closed -$436 – 1221
2022
Q4 		$436 Hold
9
– – ﹤0.01% 713
2022
Q3 		$398 Buy
+9
New +$436 ﹤0.01% 753

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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

Tucker Asset Management's WTRG Position: Q2 2024 in Review

Tucker Asset Management sold out of Essential Utilities (WTRG) in Q2 2024, closing a stake of 21 shares — an estimated $778 sold.

Tucker Asset Management first reported a position in WTRG in Q3 2022 and held it in 5 quarters. The position peaked at $784 in Q4 2023. 600 funds tracked by Wall St. Rank hold WTRG as of Q2 2024.

  • Tucker Asset Management reported no remaining Essential Utilities position as of Q2 2024 after selling out during the quarter.
  • Tucker Asset Management sold 21 Essential Utilities shares in Q2 2024, an estimated $778.
  • Tucker Asset Management first reported a position in Essential Utilities in Q3 2022 and held it in 5 quarters.
  • Tucker Asset Management's Essential Utilities position peaked at $784 in Q4 2023.
  • 600 funds tracked by Wall St. Rank held Essential Utilities as of Q2 2024.

Based on Tucker Asset Management's 13F filing for Q2 2024, filed 9 Aug 2024.