West Tower Group’s Essential Utilities WTRG Stock Holding History

West Tower Group’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
2023 Q4	–	Sell	-157	Closed	-$5.39K	–	783
2023 Q3	$5.39K	Buy	+157	New	+$6.08K	﹤0.01%	474

Other funds holding WTRG

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

West Tower Group's WTRG Position: Q4 2023 in Review

West Tower Group sold out of Essential Utilities (WTRG) in Q4 2023, closing a stake of 157 shares — an estimated $5.39K sold.

West Tower Group first reported a position in WTRG in Q3 2023 and held it in 1 quarter. The position peaked at $5.39K in Q3 2023. 622 funds tracked by Wall St. Rank hold WTRG as of Q4 2023.

West Tower Group reported no remaining Essential Utilities position as of Q4 2023 after selling out during the quarter.
West Tower Group sold 157 Essential Utilities shares in Q4 2023, an estimated $5.39K.
West Tower Group first reported a position in Essential Utilities in Q3 2023 and held it in 1 quarter.
West Tower Group's Essential Utilities position peaked at $5.39K in Q3 2023.
622 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2023.

Based on West Tower Group's 13F filing for Q4 2023, filed 14 Feb 2024.