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CBIZ Investment Advisory Services’s Consolidated Water Co CWCO Stock Holding History

CBIZ Investment 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
Q3 		– Sell
-659
Closed -$19.8K – 701
2025
Q2 		$19.8K Buy
+659
New +$17.1K ﹤0.01% 267

Other funds holding CWCO

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.39B AUM 53.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $1.88T AUM 44.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CBIZ Investment Advisory Services's CWCO Position: Q3 2025 in Review

CBIZ Investment Advisory Services sold out of Consolidated Water Co (CWCO) in Q3 2025, closing a stake of 659 shares — an estimated $19.8K sold.

CBIZ Investment Advisory Services first reported a position in CWCO in Q2 2025 and held it in 1 quarter. The position peaked at $19.8K in Q2 2025. 161 funds tracked by Wall St. Rank hold CWCO as of Q3 2025.

  • CBIZ Investment Advisory Services reported no remaining Consolidated Water Co position as of Q3 2025 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 659 Consolidated Water Co shares in Q3 2025, an estimated $19.8K.
  • CBIZ Investment Advisory Services first reported a position in Consolidated Water Co in Q2 2025 and held it in 1 quarter.
  • CBIZ Investment Advisory Services's Consolidated Water Co position peaked at $19.8K in Q2 2025.
  • 161 funds tracked by Wall St. Rank held Consolidated Water Co as of Q3 2025.

Based on CBIZ Investment Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.