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Mendota Financial Group’s California Water Service CWT Stock Holding History

Mendota Financial 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
2024
Q4 		– Sell
-5
Closed -$272 – 576
2024
Q3 		$272 Buy
+5
New +$265 ﹤0.01% 522

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T. Rowe Price Investment Management
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Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mendota Financial Group's CWT Position: Q4 2024 in Review

Mendota Financial Group sold out of California Water Service (CWT) in Q4 2024, closing a stake of 5 shares — an estimated $272 sold.

Mendota Financial Group first reported a position in CWT in Q3 2024 and held it in 1 quarter. The position peaked at $272 in Q3 2024. 323 funds tracked by Wall St. Rank hold CWT as of Q4 2024.

  • Mendota Financial Group reported no remaining California Water Service position as of Q4 2024 after selling out during the quarter.
  • Mendota Financial Group sold 5 California Water Service shares in Q4 2024, an estimated $272.
  • Mendota Financial Group first reported a position in California Water Service in Q3 2024 and held it in 1 quarter.
  • Mendota Financial Group's California Water Service position peaked at $272 in Q3 2024.
  • 323 funds tracked by Wall St. Rank held California Water Service as of Q4 2024.

Based on Mendota Financial Group's 13F filing for Q4 2024, filed 14 Jan 2025.