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CWT icon

Inspire Investing’s California Water Service CWT Stock Holding History

Inspire Investing’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
2020
Q2 		– Sell
-5,208
Closed -$262K – 561
2020
Q1 		$262K Buy
5,208
+1,263
+32% +$65.5K 0.1% 247
2019
Q4 		$203K Sell
3,945
-71
-2% -$3.71K 0.07% 277
2019
Q3 		$213K Buy
+4,016
New +$215K 0.08% 262
2018
Q1 		– Sell
-1,535
Closed -$70K – 319
2017
Q4 		$70K Buy
+1,535
New +$66.1K 0.06% 222

Other funds holding CWT

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BlackRock New York $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.6B AUM 47.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return