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Abich Financial Wealth Management’s Consolidated Water Co CWCO Stock Holding History

Abich Financial Wealth Management’s Portfolio CWCO Stock Details CWCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-16
Closed -$425 – 482
2024
Q2 		$425 Buy
+16
New +$419 ﹤0.01% 720

Other funds holding CWCO

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Abich Financial Wealth Management's CWCO Position: Q3 2024 in Review

Abich Financial Wealth Management sold out of Consolidated Water Co (CWCO) in Q3 2024, closing a stake of 16 shares — an estimated $425 sold.

Abich Financial Wealth Management first reported a position in CWCO in Q2 2024 and held it in 1 quarter. The position peaked at $425 in Q2 2024. 138 funds tracked by Wall St. Rank hold CWCO as of Q3 2024.

  • Abich Financial Wealth Management reported no remaining Consolidated Water Co position as of Q3 2024 after selling out during the quarter.
  • Abich Financial Wealth Management sold 16 Consolidated Water Co shares in Q3 2024, an estimated $425.
  • Abich Financial Wealth Management first reported a position in Consolidated Water Co in Q2 2024 and held it in 1 quarter.
  • Abich Financial Wealth Management's Consolidated Water Co position peaked at $425 in Q2 2024.
  • 138 funds tracked by Wall St. Rank held Consolidated Water Co as of Q3 2024.

Based on Abich Financial Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.