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Pension & Wealth Management Advisors’s California Water Service CWT Stock Holding History

Pension & Wealth Management 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
2023
Q2 		– Sell
-26
Closed -$1.51K – 282
2023
Q1 		$1.51K Buy
+26
New +$1.54K ﹤0.01% 285

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 $3.37T AUM 44.26% 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
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
Amundi
Amundi Paris, France $413B AUM 44.57% 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

Pension & Wealth Management Advisors's CWT Position: Q2 2023 in Review

Pension & Wealth Management Advisors sold out of California Water Service (CWT) in Q2 2023, closing a stake of 26 shares — an estimated $1.51K sold.

Pension & Wealth Management Advisors first reported a position in CWT in Q1 2023 and held it in 1 quarter. The position peaked at $1.51K in Q1 2023. 286 funds tracked by Wall St. Rank hold CWT as of Q2 2023.

  • Pension & Wealth Management Advisors reported no remaining California Water Service position as of Q2 2023 after selling out during the quarter.
  • Pension & Wealth Management Advisors sold 26 California Water Service shares in Q2 2023, an estimated $1.51K.
  • Pension & Wealth Management Advisors first reported a position in California Water Service in Q1 2023 and held it in 1 quarter.
  • Pension & Wealth Management Advisors's California Water Service position peaked at $1.51K in Q1 2023.
  • 286 funds tracked by Wall St. Rank held California Water Service as of Q2 2023.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2023, filed 7 Aug 2026.