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First Horizon Advisors’s California Water Service CWT Stock Holding History

First Horizon 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
Q3 		– Sell
-8
Closed -$413 – 2421
2023
Q2 		$413 Hold
8
– – ﹤0.01% 2393
2023
Q1 		$466 Hold
8
– – ﹤0.01% 2403
2022
Q4 		$485 Hold
8
– – ﹤0.01% 2379
2022
Q3 		$0 Hold
8
– – ﹤0.01% 2301
2022
Q2 		$0 Hold
8
– – ﹤0.01% 2402
2022
Q1 		$0 Hold
8
– – ﹤0.01% 1831
2021
Q4 		$1K Hold
8
– – ﹤0.01% 2086
2021
Q3 		$0 Buy
+8
New +$492 ﹤0.01% 2296

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

First Horizon Advisors's CWT Position: Q3 2023 in Review

First Horizon Advisors sold out of California Water Service (CWT) in Q3 2023, closing a stake of 8 shares — an estimated $413 sold.

First Horizon Advisors first reported a position in CWT in Q3 2021 and held it in 8 quarters. The position peaked at $1K in Q4 2021. 271 funds tracked by Wall St. Rank hold CWT as of Q3 2023.

  • First Horizon Advisors reported no remaining California Water Service position as of Q3 2023 after selling out during the quarter.
  • First Horizon Advisors sold 8 California Water Service shares in Q3 2023, an estimated $413.
  • First Horizon Advisors first reported a position in California Water Service in Q3 2021 and held it in 8 quarters.
  • First Horizon Advisors's California Water Service position peaked at $1K in Q4 2021.
  • 271 funds tracked by Wall St. Rank held California Water Service as of Q3 2023.

Based on First Horizon Advisors's 13F filing for Q3 2023, filed 27 Oct 2023.