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Macroview Investment Management’s Consolidated Water Co CWCO Stock Holding History

Macroview Investment Management’s Portfolio CWCO Stock Details CWCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-169
Closed -$4.26K – 197
2024
Q3 		$4.26K Hold
169
– – ﹤0.01% 394
2024
Q2 		$4.49K Hold
169
– – ﹤0.01% 393
2024
Q1 		$4.95K Hold
169
– – 0.01% 406
2023
Q4 		$6.02K Hold
169
– – 0.01% 373
2023
Q3 		$4.81K Buy
+169
New +$4.17K 0.01% 435

Other funds holding CWCO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macroview Investment Management's CWCO Position: Q4 2024 in Review

Macroview Investment Management sold out of Consolidated Water Co (CWCO) in Q4 2024, closing a stake of 169 shares — an estimated $4.26K sold.

Macroview Investment Management first reported a position in CWCO in Q3 2023 and held it in 5 quarters. The position peaked at $6.02K in Q4 2023. 147 funds tracked by Wall St. Rank hold CWCO as of Q4 2024.

  • Macroview Investment Management reported no remaining Consolidated Water Co position as of Q4 2024 after selling out during the quarter.
  • Macroview Investment Management sold 169 Consolidated Water Co shares in Q4 2024, an estimated $4.26K.
  • Macroview Investment Management first reported a position in Consolidated Water Co in Q3 2023 and held it in 5 quarters.
  • Macroview Investment Management's Consolidated Water Co position peaked at $6.02K in Q4 2023.
  • 147 funds tracked by Wall St. Rank held Consolidated Water Co as of Q4 2024.

Based on Macroview Investment Management's 13F filing for Q4 2024, filed 31 Jan 2025.