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Householder Group Estate & Retirement Specialist’s California Water Service CWT Stock Holding History

Householder Group Estate & Retirement Specialist’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
-50
Closed -$2K – 1194
2024
Q2 		$2K Buy
+50
New +$2.43K ﹤0.01% 1056

Other funds holding CWT

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Vanguard Group
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $413B AUM 44.57% 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 $1.66T AUM 25.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CWT Position: Q3 2024 in Review

Householder Group Estate & Retirement Specialist sold out of California Water Service (CWT) in Q3 2024, closing a stake of 50 shares — an estimated $2K sold.

Householder Group Estate & Retirement Specialist first reported a position in CWT in Q2 2024 and held it in 1 quarter. The position peaked at $2K in Q2 2024. 324 funds tracked by Wall St. Rank hold CWT as of Q3 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining California Water Service position as of Q3 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 50 California Water Service shares in Q3 2024, an estimated $2K.
  • Householder Group Estate & Retirement Specialist first reported a position in California Water Service in Q2 2024 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's California Water Service position peaked at $2K in Q2 2024.
  • 324 funds tracked by Wall St. Rank held California Water Service as of Q3 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q3 2024, filed 18 Oct 2024.