First Command Advisory Services’s California Water Service CWT Stock Holding History

First Command Advisory Services’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 Q1	–	Sell	-40	Closed	–	–	120
2022 Q4	$0	Buy	+40	New	+$2.4K	﹤0.01%	80

Other funds holding CWT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

First Command Advisory Services's CWT Position: Q1 2023 in Review

First Command Advisory Services sold out of California Water Service (CWT) in Q1 2023, closing a stake of 40 shares.

First Command Advisory Services first reported a position in CWT in Q4 2022 and held it in 1 quarter. The position peaked at $0 in Q4 2022. 298 funds tracked by Wall St. Rank hold CWT as of Q1 2023.

First Command Advisory Services reported no remaining California Water Service position as of Q1 2023 after selling out during the quarter.
First Command Advisory Services sold 40 California Water Service shares in Q1 2023.
First Command Advisory Services first reported a position in California Water Service in Q4 2022 and held it in 1 quarter.
First Command Advisory Services's California Water Service position peaked at $0 in Q4 2022.
298 funds tracked by Wall St. Rank held California Water Service as of Q1 2023.

Based on First Command Advisory Services's 13F filing for Q1 2023, filed 14 Apr 2023.