FCA
CWT icon

FinTrust Capital Advisors’s California Water Service CWT Stock Holding History

FinTrust Capital 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
Q3 		$87.6K Buy
+1,616
New +$85.7K 0.01% 453
2023
Q3 		– Sell
-753
Closed -$45.7K – 1255
2023
Q2 		$45.7K Hold
753
– – 0.01% 461
2023
Q1 		$45.7K Hold
753
– – 0.01% 459
2022
Q4 		$45.7K Buy
+753
New +$45.2K 0.01% 460
2022
Q2 		– Sell
-1,732
Closed -$103K – 1229
2022
Q1 		$103K Buy
+1,732
New +$104K 0.02% 425
2020
Q3 		– Sell
-665
Closed -$32K – 1144
2020
Q2 		$32K Buy
665
+6
+0.9% +$283 0.01% 560
2020
Q1 		$33K Buy
+659
New +$34.2K 0.02% 518

Other funds holding CWT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return