Gradient Investments’s California Water Service CWT Stock Holding History

Gradient Investments’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	-5	Closed	-$259	–	1368
2023 Q4	$259	Buy	+5	New	+$252	﹤0.01%	1677
2022 Q1	–	Sell	-17	Closed	-$1K	–	1204
2021 Q4	$1K	Hold	17	–	–	﹤0.01%	1132
2021 Q3	$1K	Buy	+17	New	+$1.05K	﹤0.01%	1065
2021 Q2	–	Sell	-143	Closed	-$8K	–	1168
2021 Q1	$8K	Buy	+143	New	+$7.92K	﹤0.01%	800
2020 Q1	–	Sell	-100	Closed	-$5K	–	1116
2019 Q4	$5K	Hold	100	–	–	﹤0.01%	810
2019 Q3	$5K	Hold	100	–	–	﹤0.01%	791
2019 Q2	$5K	Buy	+100	New	+$5.03K	﹤0.01%	762
2019 Q1	–	Sell	-100	Closed	-$5K	–	893
2018 Q4	$5K	Hold	100	–	–	﹤0.01%	700
2018 Q3	$4K	Hold	100	–	–	﹤0.01%	763
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	741
2018 Q1	$4K	Hold	100	–	–	﹤0.01%	740
2017 Q4	$5K	Buy	+100	New	+$4.31K	﹤0.01%	687

Other funds holding CWT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Gradient Investments's CWT Position: Q1 2024 in Review

Gradient Investments sold out of California Water Service (CWT) in Q1 2024, closing a stake of 5 shares — an estimated $259 sold.

Gradient Investments first reported a position in CWT in Q4 2017 and held it in 12 quarters. The position peaked at $8K in Q1 2021. 276 funds tracked by Wall St. Rank hold CWT as of Q1 2024.

Gradient Investments reported no remaining California Water Service position as of Q1 2024 after selling out during the quarter.
Gradient Investments sold 5 California Water Service shares in Q1 2024, an estimated $259.
Gradient Investments first reported a position in California Water Service in Q4 2017 and held it in 12 quarters.
Gradient Investments's California Water Service position peaked at $8K in Q1 2021.
276 funds tracked by Wall St. Rank held California Water Service as of Q1 2024.

Based on Gradient Investments's 13F filing for Q1 2024, filed 23 Apr 2024.