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FORA Capital’s California Water Service CWT Stock Holding History

FORA Capital’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
Q4 		– Sell
-6,123
Closed -$290K – 474
2023
Q3 		$290K Buy
+6,123
New +$310K 0.03% 396
2021
Q2 		– Sell
-335
Closed -$19K – 927
2021
Q1 		$19K Buy
+335
New +$18.6K 0.01% 687
2020
Q2 		– Sell
-1,849
Closed -$93K – 987
2020
Q1 		$93K Buy
+1,849
New +$95.9K 0.02% 628

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 $3.38T AUM 44.17% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

FORA Capital's CWT Position: Q4 2023 in Review

FORA Capital sold out of California Water Service (CWT) in Q4 2023, closing a stake of 6,123 shares — an estimated $290K sold.

FORA Capital first reported a position in CWT in Q1 2020 and held it in 3 quarters. The position peaked at $290K in Q3 2023. 284 funds tracked by Wall St. Rank hold CWT as of Q4 2023.

  • FORA Capital reported no remaining California Water Service position as of Q4 2023 after selling out during the quarter.
  • FORA Capital sold 6,123 California Water Service shares in Q4 2023, an estimated $290K.
  • FORA Capital first reported a position in California Water Service in Q1 2020 and held it in 3 quarters.
  • FORA Capital's California Water Service position peaked at $290K in Q3 2023.
  • 284 funds tracked by Wall St. Rank held California Water Service as of Q4 2023.

Based on FORA Capital's 13F filing for Q4 2023, filed 14 Feb 2024.