AWA
CWT icon

Arkadios Wealth Advisors’s California Water Service CWT Stock Holding History

Arkadios Wealth Advisors’s Portfolio CWT Stock Details CWT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-4,112
Closed -$296K – 572
2021
Q4 		$296K Sell
4,112
-1,958
-32% -$126K 0.04% 457
2021
Q3 		$357K Sell
6,070
-141
-2% -$8.67K 0.05% 362
2021
Q2 		$344K Buy
6,211
+1,326
+27% +$76.5K 0.04% 415
2021
Q1 		$275K Buy
4,885
+57
+1% +$3.16K 0.05% 358
2020
Q4 		$260K Buy
4,828
+4,225
+701% +$208K 0.05% 281
2020
Q3 		$27.9K Sell
603
-110
-15% -$5.12K 0.01% 530
2020
Q2 		$33.8K Buy
+713
New +$33.7K 0.02% 438
2020
Q1 		– Sell
-8
Closed -$447 – 1230
2019
Q4 		$447 Buy
+8
New +$418 ﹤0.01% 936

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State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return