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Kings Point Capital Management’s California Water Service CWT Stock Holding History

Kings Point Capital Management’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 		– Sell
-144
Closed -$10K – 591
2021
Q4 		$10K Buy
+144
New +$9.26K ﹤0.01% 630

Other funds holding CWT

BlackRock
BlackRock New York $5.72T 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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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 $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kings Point Capital Management's CWT Position: Q1 2022 in Review

Kings Point Capital Management sold out of California Water Service (CWT) in Q1 2022, closing a stake of 144 shares — an estimated $10K sold.

Kings Point Capital Management first reported a position in CWT in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 312 funds tracked by Wall St. Rank hold CWT as of Q1 2022.

  • Kings Point Capital Management reported no remaining California Water Service position as of Q1 2022 after selling out during the quarter.
  • Kings Point Capital Management sold 144 California Water Service shares in Q1 2022, an estimated $10K.
  • Kings Point Capital Management first reported a position in California Water Service in Q4 2021 and held it in 1 quarter.
  • Kings Point Capital Management's California Water Service position peaked at $10K in Q4 2021.
  • 312 funds tracked by Wall St. Rank held California Water Service as of Q1 2022.

Based on Kings Point Capital Management's 13F filing for Q1 2022, filed 13 May 2022.