GWS
CWT icon

Glassman Wealth Services’s California Water Service CWT Stock Holding History

Glassman Wealth 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
2024
Q1 		– Sell
-8
Closed -$415 – 610
2023
Q4 		$415 Buy
8
+4
+100% +$201 ﹤0.01% 1759
2023
Q3 		$189 Hold
4
– – ﹤0.01% 1897
2023
Q2 		$207 Hold
4
– – ﹤0.01% 1804
2023
Q1 		$233 Hold
4
– – ﹤0.01% 1761
2022
Q4 		$243 Hold
4
– – ﹤0.01% 1748
2022
Q3 		$0 Hold
4
– – ﹤0.01% 1730
2022
Q2 		$0 Buy
+4
New +$216 ﹤0.01% 1738
2016
Q1 		– Sell
-500
Closed -$12K – 428
2015
Q4 		$12K Hold
500
– – 0.01% 288
2015
Q3 		$11K Hold
500
– – 0.01% 290
2015
Q2 		$11K Buy
+500
New +$12K 0.01% 309
2015
Q1 		– Sell
-500
Closed -$12K – 434
2014
Q4 		$12K Buy
+500
New +$12.3K 0.01% 335

Other funds holding CWT

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return