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Cetera Advisors’s California Water Service CWT Stock Holding History

Cetera 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
2024
Q1 		$272K Buy
+5,853
New +$274K ﹤0.01% 1996

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cetera Advisors's CWT Position: Q1 2024 in Review

Cetera Advisors opened a new position in California Water Service (CWT) in Q1 2024: 5,853 shares worth $272K. The stake represents ﹤0.01% of the portfolio and ranks #1996 among its holdings.

276 funds tracked by Wall St. Rank hold CWT as of Q1 2024.

  • Cetera Advisors held 5,853 shares of California Water Service worth $272K as of Q1 2024.
  • California Water Service was a new Cetera Advisors position in Q1 2024.
  • California Water Service made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1996 holding.
  • 276 funds tracked by Wall St. Rank held California Water Service as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.