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Liberty Wealth Management’s California Water Service CWT Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-117
Closed -$7K – 370
2021
Q3 		$7K Hold
117
– – ﹤0.01% 886
2021
Q2 		$6K Hold
117
– – ﹤0.01% 751
2021
Q1 		$6K Hold
117
– – ﹤0.01% 672
2020
Q4 		$6K Hold
117
– – ﹤0.01% 667
2020
Q3 		$5K Hold
117
– – ﹤0.01% 615
2020
Q2 		$6K Hold
117
– – ﹤0.01% 570
2020
Q1 		$6K Hold
117
– – 0.01% 534
2019
Q4 		$6K Hold
117
– – ﹤0.01% 636
2019
Q3 		$6K Hold
117
– – 0.01% 604
2019
Q2 		$6K Hold
117
– – 0.01% 618
2019
Q1 		$6K Hold
117
– – ﹤0.01% 506
2018
Q4 		$5K Buy
+117
New +$5.18K ﹤0.01% 541

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

Liberty Wealth Management's CWT Position: Q4 2021 in Review

Liberty Wealth Management sold out of California Water Service (CWT) in Q4 2021, closing a stake of 117 shares — an estimated $7K sold.

Liberty Wealth Management first reported a position in CWT in Q4 2018 and held it in 12 quarters. The position peaked at $7K in Q3 2021. 306 funds tracked by Wall St. Rank hold CWT as of Q4 2021.

  • Liberty Wealth Management reported no remaining California Water Service position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 117 California Water Service shares in Q4 2021, an estimated $7K.
  • Liberty Wealth Management first reported a position in California Water Service in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's California Water Service position peaked at $7K in Q3 2021.
  • 306 funds tracked by Wall St. Rank held California Water Service as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.