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IndexIQ Advisors’s California Water Service CWT Stock Holding History

IndexIQ Advisors’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
2022
Q1 		$408K Sell
6,889
-607
-8% -$36.6K 0.01% 560
2021
Q4 		$539K Sell
7,496
-484
-6% -$31.1K 0.02% 510
2021
Q3 		$470K Buy
7,980
+799
+11% +$49.2K 0.02% 617
2021
Q2 		$399K Sell
7,181
-21
-0.3% -$1.21K 0.01% 729
2021
Q1 		$406K Buy
+7,202
New +$399K 0.01% 561

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 $3.37T AUM 44.26% 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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IndexIQ Advisors's CWT Position: Q1 2022 in Review

IndexIQ Advisors reduced its California Water Service (CWT) stake by 8.1% in Q1 2022, selling an estimated $36.6K and leaving 6,889 shares worth $408K. The position accounts for 0.01% of the portfolio, ranked #560.

IndexIQ Advisors first reported a position in CWT in Q1 2021 and has held it in 5 quarters since. The position peaked at $539K in Q4 2021. 311 funds tracked by Wall St. Rank hold CWT as of Q1 2022.

  • IndexIQ Advisors held 6,889 shares of California Water Service worth $408K as of Q1 2022.
  • IndexIQ Advisors sold 607 California Water Service shares in Q1 2022, an estimated $36.6K.
  • California Water Service made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #560 holding.
  • IndexIQ Advisors first reported a position in California Water Service in Q1 2021 and has held it in 5 quarters since.
  • IndexIQ Advisors's California Water Service position peaked at $539K in Q4 2021.
  • 311 funds tracked by Wall St. Rank held California Water Service as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.