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Turtle Creek Wealth Advisors’s Essential Utilities WTRG Stock Holding History

Turtle Creek Wealth Advisors’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
Q1 		– Sell
-168
Closed -$6.28K – 823
2023
Q4 		$6.28K Buy
+168
New +$5.86K ﹤0.01% 613

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Turtle Creek Wealth Advisors's WTRG Position: Q1 2024 in Review

Turtle Creek Wealth Advisors sold out of Essential Utilities (WTRG) in Q1 2024, closing a stake of 168 shares — an estimated $6.28K sold.

Turtle Creek Wealth Advisors first reported a position in WTRG in Q4 2023 and held it in 1 quarter. The position peaked at $6.28K in Q4 2023. 593 funds tracked by Wall St. Rank hold WTRG as of Q1 2024.

  • Turtle Creek Wealth Advisors reported no remaining Essential Utilities position as of Q1 2024 after selling out during the quarter.
  • Turtle Creek Wealth Advisors sold 168 Essential Utilities shares in Q1 2024, an estimated $6.28K.
  • Turtle Creek Wealth Advisors first reported a position in Essential Utilities in Q4 2023 and held it in 1 quarter.
  • Turtle Creek Wealth Advisors's Essential Utilities position peaked at $6.28K in Q4 2023.
  • 593 funds tracked by Wall St. Rank held Essential Utilities as of Q1 2024.

Based on Turtle Creek Wealth Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.