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Laurie J. Hall Trustee’s California Water Service CWT Stock Holding History

Laurie J. Hall Trustee’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
Q3 		– Sell
-37
Closed -$2K – 261
2023
Q2 		$2K Hold
37
– – ﹤0.01% 254
2023
Q1 		$2K Buy
+37
New +$2.19K ﹤0.01% 248

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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Laurie J. Hall Trustee's CWT Position: Q3 2023 in Review

Laurie J. Hall Trustee sold out of California Water Service (CWT) in Q3 2023, closing a stake of 37 shares — an estimated $2K sold.

Laurie J. Hall Trustee first reported a position in CWT in Q1 2023 and held it in 2 quarters. The position peaked at $2K in Q2 2023. 271 funds tracked by Wall St. Rank hold CWT as of Q3 2023.

  • Laurie J. Hall Trustee reported no remaining California Water Service position as of Q3 2023 after selling out during the quarter.
  • Laurie J. Hall Trustee sold 37 California Water Service shares in Q3 2023, an estimated $2K.
  • Laurie J. Hall Trustee first reported a position in California Water Service in Q1 2023 and held it in 2 quarters.
  • Laurie J. Hall Trustee's California Water Service position peaked at $2K in Q2 2023.
  • 271 funds tracked by Wall St. Rank held California Water Service as of Q3 2023.

Based on Laurie J. Hall Trustee's 13F filing for Q3 2023, filed 12 Oct 2023.