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Fortitude Advisory Group’s California Water Service CWT Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-59
Closed -$3K – 447
2022
Q1 		$3K Hold
59
– – ﹤0.01% 1258
2021
Q4 		$4K Buy
+59
New +$3.79K ﹤0.01% 1232

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 Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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 $1.26T AUM 61.52% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fortitude Advisory Group's CWT Position: Q2 2022 in Review

Fortitude Advisory Group sold out of California Water Service (CWT) in Q2 2022, closing a stake of 59 shares — an estimated $3K sold.

Fortitude Advisory Group first reported a position in CWT in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 281 funds tracked by Wall St. Rank hold CWT as of Q2 2022.

  • Fortitude Advisory Group reported no remaining California Water Service position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 59 California Water Service shares in Q2 2022, an estimated $3K.
  • Fortitude Advisory Group first reported a position in California Water Service in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's California Water Service position peaked at $4K in Q4 2021.
  • 281 funds tracked by Wall St. Rank held California Water Service as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.