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JP Morgan Private Wealth Advisors’s California Water Service CWT Stock Holding History

JP Morgan Private Wealth 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
2023
Q2 		– Sell
-3,554
Closed -$207K – 1577
2023
Q1 		$207K Buy
+3,554
New +$211K ﹤0.01% 1819
2022
Q1 		– Sell
-4,043
Closed -$291K – 2014
2021
Q4 		$291K Sell
4,043
-653
-14% -$42K ﹤0.01% 1756
2021
Q3 		$277K Buy
4,696
+2
+0% +$123 ﹤0.01% 1726
2021
Q2 		$261K Sell
4,694
-336
-7% -$19.4K ﹤0.01% 1720
2021
Q1 		$283K Sell
5,030
-1,186
-19% -$65.7K ﹤0.01% 1550
2020
Q4 		$336K Buy
6,216
+798
+15% +$39.3K ﹤0.01% 1455
2020
Q3 		$235K Sell
5,418
-395
-7% -$18.4K ﹤0.01% 1465
2020
Q2 		$277K Sell
5,813
-490
-8% -$23.1K ﹤0.01% 1343
2020
Q1 		$317K Buy
6,303
+1,297
+26% +$67.3K ﹤0.01% 1110
2019
Q4 		$258K Sell
5,006
-111
-2% -$5.79K ﹤0.01% 1298
2019
Q3 		$271K Buy
5,117
+717
+16% +$38.4K ﹤0.01% 1224
2019
Q2 		$223K Hold
4,400
– – ﹤0.01% 1268
2019
Q1 		$239K Sell
4,400
-72
-2% -$3.62K ﹤0.01% 1310
2018
Q4 		$213K Buy
+4,472
New +$198K ﹤0.01% 1316
2018
Q1 		– Sell
-4,944
Closed -$224K – 1314
2017
Q4 		$224K Buy
+4,944
New +$213K ﹤0.01% 1147
2015
Q1 		– Sell
-8,125
Closed -$200K – 1143
2014
Q4 		$200K Buy
+8,125
New +$199K ﹤0.01% 1001

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 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
Amundi
Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CWT Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of California Water Service (CWT) in Q2 2023, closing a stake of 3,554 shares — an estimated $207K sold.

JP Morgan Private Wealth Advisors first reported a position in CWT in Q4 2014 and held it in 16 quarters. The position peaked at $336K in Q4 2020. 286 funds tracked by Wall St. Rank hold CWT as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining California Water Service position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 3,554 California Water Service shares in Q2 2023, an estimated $207K.
  • JP Morgan Private Wealth Advisors first reported a position in California Water Service in Q4 2014 and held it in 16 quarters.
  • JP Morgan Private Wealth Advisors's California Water Service position peaked at $336K in Q4 2020.
  • 286 funds tracked by Wall St. Rank held California Water Service as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.