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Kowal Investment Group’s California Water Service CWT Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-96
Closed -$6K – 308
2021
Q3 		$6K Buy
+96
New +$5.91K ﹤0.01% 600

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 $3.38T AUM 44.17% 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

Kowal Investment Group's CWT Position: Q4 2021 in Review

Kowal Investment Group sold out of California Water Service (CWT) in Q4 2021, closing a stake of 96 shares — an estimated $6K sold.

Kowal Investment Group first reported a position in CWT in Q3 2021 and held it in 1 quarter. The position peaked at $6K in Q3 2021. 306 funds tracked by Wall St. Rank hold CWT as of Q4 2021.

  • Kowal Investment Group reported no remaining California Water Service position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 96 California Water Service shares in Q4 2021, an estimated $6K.
  • Kowal Investment Group first reported a position in California Water Service in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's California Water Service position peaked at $6K in Q3 2021.
  • 306 funds tracked by Wall St. Rank held California Water Service as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.