HI
CWT icon

Humankind Investments’s California Water Service CWT Stock Holding History

Humankind 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
Q2 		– Sell
-4,312
Closed -$200K – 149
2024
Q1 		$200K Buy
+4,312
New +$202K 0.05% 136
2023
Q2 		– Sell
-3,922
Closed -$228K – 132
2023
Q1 		$228K Buy
3,922
+189
+5% +$11.2K 0.09% 103
2022
Q4 		$226K Sell
3,733
-64
-2% -$3.84K 0.1% 105
2022
Q3 		$200K Buy
3,797
+140
+4% +$8.21K 0.1% 104
2022
Q2 		$203K Sell
3,657
-2,315
-39% -$125K 0.1% 101
2022
Q1 		$354K Buy
5,972
+908
+18% +$54.7K 0.14% 81
2021
Q4 		$364K Buy
5,064
+321
+7% +$20.6K 0.15% 76
2021
Q3 		$280K Buy
+4,743
New +$292K 0.13% 87

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 $3.38T AUM 44.17% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Humankind Investments's CWT Position: Q2 2024 in Review

Humankind Investments sold out of California Water Service (CWT) in Q2 2024, closing a stake of 4,312 shares — an estimated $200K sold.

Humankind Investments first reported a position in CWT in Q3 2021 and held it in 8 quarters. The position peaked at $364K in Q4 2021. 299 funds tracked by Wall St. Rank hold CWT as of Q2 2024.

  • Humankind Investments reported no remaining California Water Service position as of Q2 2024 after selling out during the quarter.
  • Humankind Investments sold 4,312 California Water Service shares in Q2 2024, an estimated $200K.
  • Humankind Investments first reported a position in California Water Service in Q3 2021 and held it in 8 quarters.
  • Humankind Investments's California Water Service position peaked at $364K in Q4 2021.
  • 299 funds tracked by Wall St. Rank held California Water Service as of Q2 2024.

Based on Humankind Investments's 13F filing for Q2 2024, filed 12 Aug 2024.