CPW
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Catalyst Private Wealth’s California Water Service CWT Stock Holding History

Catalyst Private Wealth’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
2020
Q4 		– Sell
-9
Closed – – 101
2020
Q3 		$0 Buy
+9
New +$419 ﹤0.01% 297

Other funds holding CWT

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Catalyst Private Wealth's CWT Position: Q4 2020 in Review

Catalyst Private Wealth sold out of California Water Service (CWT) in Q4 2020, closing a stake of 9 shares.

Catalyst Private Wealth first reported a position in CWT in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 254 funds tracked by Wall St. Rank hold CWT as of Q4 2020.

  • Catalyst Private Wealth reported no remaining California Water Service position as of Q4 2020 after selling out during the quarter.
  • Catalyst Private Wealth sold 9 California Water Service shares in Q4 2020.
  • Catalyst Private Wealth first reported a position in California Water Service in Q3 2020 and held it in 1 quarter.
  • Catalyst Private Wealth's California Water Service position peaked at $0 in Q3 2020.
  • 254 funds tracked by Wall St. Rank held California Water Service as of Q4 2020.

Based on Catalyst Private Wealth's 13F filing for Q4 2020, filed 5 Mar 2021.