ZB
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Zions Bancorporation’s Essential Utilities WTRG Stock Holding History

Zions Bancorporation’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
-45
Closed -$1.68K – 933
2024
Q2 		$1.68K Hold
45
– – ﹤0.01% 866
2024
Q1 		$1.67K Hold
45
– – ﹤0.01% 841
2023
Q4 		$1.68K Buy
+45
New +$1.57K ﹤0.01% 837
2021
Q4 		– Sell
-19
Closed -$1K – 1068
2021
Q3 		$1K Buy
+19
New +$920 ﹤0.01% 998

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 $155B AUM 29.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 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

Zions Bancorporation's WTRG Position: Q3 2024 in Review

Zions Bancorporation sold out of Essential Utilities (WTRG) in Q3 2024, closing a stake of 45 shares — an estimated $1.68K sold.

Zions Bancorporation first reported a position in WTRG in Q3 2021 and held it in 4 quarters. The position peaked at $1.68K in Q4 2023. 628 funds tracked by Wall St. Rank hold WTRG as of Q3 2024.

  • Zions Bancorporation reported no remaining Essential Utilities position as of Q3 2024 after selling out during the quarter.
  • Zions Bancorporation sold 45 Essential Utilities shares in Q3 2024, an estimated $1.68K.
  • Zions Bancorporation first reported a position in Essential Utilities in Q3 2021 and held it in 4 quarters.
  • Zions Bancorporation's Essential Utilities position peaked at $1.68K in Q4 2023.
  • 628 funds tracked by Wall St. Rank held Essential Utilities as of Q3 2024.

Based on Zions Bancorporation's 13F filing for Q3 2024, filed 6 Nov 2024.