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Claris Advisors’s California Water Service CWT Stock Holding History

Claris 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
Q4 		– Sell
-2
Closed -$108 – 332
2024
Q3 		$108 Buy
+2
New +$106 ﹤0.01% 1126

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State Street
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Claris Advisors's CWT Position: Q4 2024 in Review

Claris Advisors sold out of California Water Service (CWT) in Q4 2024, closing a stake of 2 shares — an estimated $108 sold.

Claris Advisors first reported a position in CWT in Q3 2024 and held it in 1 quarter. The position peaked at $108 in Q3 2024. 323 funds tracked by Wall St. Rank hold CWT as of Q4 2024.

  • Claris Advisors reported no remaining California Water Service position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 2 California Water Service shares in Q4 2024, an estimated $108.
  • Claris Advisors first reported a position in California Water Service in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's California Water Service position peaked at $108 in Q3 2024.
  • 323 funds tracked by Wall St. Rank held California Water Service as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.