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Freedom Investment Management’s California Water Service CWT Stock Holding History

Freedom Investment Management’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 		– Sell
-9,190
Closed -$446K – 780
2024
Q2 		$446K Sell
9,190
-7,658
-45% -$372K 0.04% 462
2024
Q1 		$783K Sell
16,848
-3,686
-18% -$173K 0.06% 314
2023
Q4 		$1.07M Sell
20,534
-3,631
-15% -$183K 0.09% 223
2023
Q3 		$1.14M Sell
24,165
-686
-3% -$34.7K 0.14% 178
2023
Q2 		$1.28M Buy
24,851
+7,629
+44% +$428K 0.14% 179
2023
Q1 		$1M Buy
+17,222
New +$1.02M 0.11% 250
2022
Q2 		– Sell
-4,770
Closed -$283K – 753
2022
Q1 		$283K Sell
4,770
-4,626
-49% -$279K 0.03% 627
2021
Q4 		$675K Sell
9,396
-562
-6% -$36.1K 0.05% 449
2021
Q3 		$587K Sell
9,958
-1,009
-9% -$62.1K 0.04% 459
2021
Q2 		$609K Buy
10,967
+109
+1% +$6.29K 0.05% 478
2021
Q1 		$612K Buy
+10,858
New +$602K 0.05% 456
2016
Q4 		– Sell
-6,653
Closed -$213K – 993
2016
Q3 		$213K Buy
+6,653
New +$215K 0.01% 796

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Freedom Investment Management's CWT Position: Q3 2024 in Review

Freedom Investment Management sold out of California Water Service (CWT) in Q3 2024, closing a stake of 9,190 shares — an estimated $446K sold.

Freedom Investment Management first reported a position in CWT in Q3 2016 and held it in 12 quarters. The position peaked at $1.28M in Q2 2023. 324 funds tracked by Wall St. Rank hold CWT as of Q3 2024.

  • Freedom Investment Management reported no remaining California Water Service position as of Q3 2024 after selling out during the quarter.
  • Freedom Investment Management sold 9,190 California Water Service shares in Q3 2024, an estimated $446K.
  • Freedom Investment Management first reported a position in California Water Service in Q3 2016 and held it in 12 quarters.
  • Freedom Investment Management's California Water Service position peaked at $1.28M in Q2 2023.
  • 324 funds tracked by Wall St. Rank held California Water Service as of Q3 2024.

Based on Freedom Investment Management's 13F filing for Q3 2024, filed 13 Nov 2024.