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Avantax Advisory Services’s Consolidated Water Co CWCO Stock Holding History

Avantax Advisory Services’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
2025
Q2 		$255K Sell
8,484
-1,491
-15% -$38.6K ﹤0.01% 2041
2025
Q1 		$244K Buy
+9,975
New +$265K ﹤0.01% 1974

Other funds holding CWCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $418M AUM 68.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return

Avantax Advisory Services's CWCO Position: Q2 2025 in Review

Avantax Advisory Services reduced its Consolidated Water Co (CWCO) stake by 15% in Q2 2025, selling an estimated $38.6K and leaving 8,484 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #2041.

Avantax Advisory Services first reported a position in CWCO in Q1 2025 and has held it in 2 quarters since. 147 funds tracked by Wall St. Rank hold CWCO as of Q2 2025.

  • Avantax Advisory Services held 8,484 shares of Consolidated Water Co worth $255K as of Q2 2025.
  • Avantax Advisory Services sold 1,491 Consolidated Water Co shares in Q2 2025, an estimated $38.6K.
  • Consolidated Water Co made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2041 holding.
  • Avantax Advisory Services first reported a position in Consolidated Water Co in Q1 2025 and has held it in 2 quarters since.
  • 147 funds tracked by Wall St. Rank held Consolidated Water Co as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.