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Winch Advisory Services’s Essential Utilities WTRG Stock Holding History

Winch Advisory Services’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
-25
Closed -$1K – 463
2023
Q3 		$1K Hold
25
– – ﹤0.01% 407
2023
Q2 		$1K Hold
25
– – ﹤0.01% 408
2023
Q1 		$1K Hold
25
– – ﹤0.01% 403
2022
Q4 		$1K Hold
25
– – ﹤0.01% 393
2022
Q3 		$1K Hold
25
– – ﹤0.01% 382
2022
Q2 		$1K Hold
25
– – ﹤0.01% 411
2022
Q1 		$1K Hold
25
– – ﹤0.01% 435
2021
Q4 		$1K Hold
25
– – ﹤0.01% 451
2021
Q3 		$1K Buy
+25
New +$1.21K ﹤0.01% 465

Other funds holding WTRG

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $181B AUM 41.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Winch Advisory Services's WTRG Position: Q4 2023 in Review

Winch Advisory Services sold out of Essential Utilities (WTRG) in Q4 2023, closing a stake of 25 shares — an estimated $1K sold.

Winch Advisory Services first reported a position in WTRG in Q3 2021 and held it in 9 quarters. The position peaked at $1K in Q3 2023. 622 funds tracked by Wall St. Rank hold WTRG as of Q4 2023.

  • Winch Advisory Services reported no remaining Essential Utilities position as of Q4 2023 after selling out during the quarter.
  • Winch Advisory Services sold 25 Essential Utilities shares in Q4 2023, an estimated $1K.
  • Winch Advisory Services first reported a position in Essential Utilities in Q3 2021 and held it in 9 quarters.
  • Winch Advisory Services's Essential Utilities position peaked at $1K in Q3 2023.
  • 622 funds tracked by Wall St. Rank held Essential Utilities as of Q4 2023.

Based on Winch Advisory Services's 13F filing for Q4 2023, filed 18 Jan 2024.