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Johnson Financial Group Inc (Wisconsin)’s California Water Service CWT Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
Q1 		– Sell
-252
Closed -$13.1K – 824
2023
Q4 		$13.1K Buy
+252
New +$12.7K ﹤0.01% 622

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Johnson Financial Group Inc (Wisconsin)'s CWT Position: Q1 2024 in Review

Johnson Financial Group Inc (Wisconsin) sold out of California Water Service (CWT) in Q1 2024, closing a stake of 252 shares — an estimated $13.1K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in CWT in Q4 2023 and held it in 1 quarter. The position peaked at $13.1K in Q4 2023. 276 funds tracked by Wall St. Rank hold CWT as of Q1 2024.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining California Water Service position as of Q1 2024 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 252 California Water Service shares in Q1 2024, an estimated $13.1K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in California Water Service in Q4 2023 and held it in 1 quarter.
  • Johnson Financial Group Inc (Wisconsin)'s California Water Service position peaked at $13.1K in Q4 2023.
  • 276 funds tracked by Wall St. Rank held California Water Service as of Q1 2024.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2024, filed 14 May 2024.