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Crewe Advisors’s California Water Service CWT Stock Holding History

Crewe 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
2023
Q4 		– Sell
-4
Closed -$190 – 479
2023
Q3 		$190 Sell
4
-1
-20% -$51 ﹤0.01% 449
2023
Q2 		$259 Buy
+5
New +$281 ﹤0.01% 685

Other funds holding CWT

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Crewe Advisors's CWT Position: Q4 2023 in Review

Crewe Advisors sold out of California Water Service (CWT) in Q4 2023, closing a stake of 4 shares — an estimated $190 sold.

Crewe Advisors first reported a position in CWT in Q2 2023 and held it in 2 quarters. The position peaked at $259 in Q2 2023. 284 funds tracked by Wall St. Rank hold CWT as of Q4 2023.

  • Crewe Advisors reported no remaining California Water Service position as of Q4 2023 after selling out during the quarter.
  • Crewe Advisors sold 4 California Water Service shares in Q4 2023, an estimated $190.
  • Crewe Advisors first reported a position in California Water Service in Q2 2023 and held it in 2 quarters.
  • Crewe Advisors's California Water Service position peaked at $259 in Q2 2023.
  • 284 funds tracked by Wall St. Rank held California Water Service as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.