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Dixon Hughes Goodman Wealth Advisors’s California Water Service CWT Stock Holding History

Dixon Hughes Goodman Wealth 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
2022
Q1 		$121K Hold
2,042
– – 0.03% 223
2021
Q4 		$147K Buy
+2,042
New +$131K 0.05% 171

Other funds holding CWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's CWT Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors held its California Water Service (CWT) position steady in Q1 2022 at 2,042 shares worth $121K. The position accounts for 0.03% of the portfolio, ranked #223.

Dixon Hughes Goodman Wealth Advisors first reported a position in CWT in Q4 2021 and has held it in 2 quarters since. The position peaked at $147K in Q4 2021. 312 funds tracked by Wall St. Rank hold CWT as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 2,042 shares of California Water Service worth $121K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors left its California Water Service share count unchanged in Q1 2022.
  • California Water Service made up 0.03% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #223 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in California Water Service in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's California Water Service position peaked at $147K in Q4 2021.
  • 312 funds tracked by Wall St. Rank held California Water Service as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.