Lido Advisors
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Lido Advisors’s California Water Service CWT Stock Holding History

Lido 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
2024
Q3 		– Sell
-5,330
Closed -$258K – 1491
2024
Q2 		$258K Sell
5,330
-272
-5% -$13.2K ﹤0.01% 1188
2024
Q1 		$260K Sell
5,602
-1,682
-23% -$78.8K ﹤0.01% 1154
2023
Q4 		$378K Buy
+7,284
New +$366K ﹤0.01% 947
2023
Q1 		– Sell
-4,079
Closed -$247K – 1167
2022
Q4 		$247K Buy
+4,079
New +$245K ﹤0.01% 847

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Lido Advisors's CWT Position: Q3 2024 in Review

Lido Advisors sold out of California Water Service (CWT) in Q3 2024, closing a stake of 5,330 shares — an estimated $258K sold.

Lido Advisors first reported a position in CWT in Q4 2022 and held it in 4 quarters. The position peaked at $378K in Q4 2023. 324 funds tracked by Wall St. Rank hold CWT as of Q3 2024.

  • Lido Advisors reported no remaining California Water Service position as of Q3 2024 after selling out during the quarter.
  • Lido Advisors sold 5,330 California Water Service shares in Q3 2024, an estimated $258K.
  • Lido Advisors first reported a position in California Water Service in Q4 2022 and held it in 4 quarters.
  • Lido Advisors's California Water Service position peaked at $378K in Q4 2023.
  • 324 funds tracked by Wall St. Rank held California Water Service as of Q3 2024.

Based on Lido Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.