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CPG
Custom Portfolio Group’s
California Water Service
CWT
Stock Holding History
Custom Portfolio Group’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
Q2
$1.21K
Hold
25
–
–
﹤0.01%
225
2024
Q1
$1.16K
Hold
25
–
–
﹤0.01%
229
2023
Q4
$1.3K
Buy
+25
New
+$1.26K
﹤0.01%
222
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NI
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27.84%
1-Year Est. Return
Geode Capital Management
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30.72%
1-Year Est. Return
Dimensional Fund Advisors
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Invesco
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$653B AUM
32.41%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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