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Harvest Group Wealth Management’s California Water Service CWT Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-36
Closed -$2K – 190
2020
Q4 		$2K Hold
36
– – ﹤0.01% 347
2020
Q3 		$2K Hold
36
– – ﹤0.01% 333
2020
Q2 		$1K Hold
36
– – ﹤0.01% 364
2020
Q1 		$1K Sell
36
-69
-66% -$3.58K ﹤0.01% 370
2019
Q4 		$5K Hold
105
– – ﹤0.01% 358
2019
Q3 		$6K Hold
105
– – 0.01% 347
2019
Q2 		$5K Hold
105
– – 0.01% 336
2019
Q1 		$6K Buy
+105
New +$5.29K 0.01% 340

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 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
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harvest Group Wealth Management's CWT Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of California Water Service (CWT) in Q1 2021, closing a stake of 36 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in CWT in Q1 2019 and held it in 8 quarters. The position peaked at $6K in Q3 2019. 258 funds tracked by Wall St. Rank hold CWT as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining California Water Service position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 36 California Water Service shares in Q1 2021, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in California Water Service in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's California Water Service position peaked at $6K in Q3 2019.
  • 258 funds tracked by Wall St. Rank held California Water Service as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.