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Rational Advisors’s California Water Service CWT Stock Holding History

Rational 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
Q4 		– Sell
-130
Closed -$6.71K – 225
2023
Q3 		$6.71K Hold
130
– – ﹤0.01% 246
2023
Q2 		$6.71K Hold
130
– – ﹤0.01% 236
2023
Q1 		$7.57K Hold
130
– – ﹤0.01% 225
2022
Q4 		$7.88K Hold
130
– – ﹤0.01% 202
2022
Q3 		$7K Buy
130
+1
+0.8% +$59 ﹤0.01% 209
2022
Q2 		$7K Buy
129
+3
+2% +$162 ﹤0.01% 205
2022
Q1 		$7K Buy
+126
New +$7.59K ﹤0.01% 233
2019
Q1 		– Sell
-2,936
Closed -$140K – 538
2018
Q4 		$140K Buy
+2,936
New +$130K 0.04% 210

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
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Rational Advisors's CWT Position: Q4 2023 in Review

Rational Advisors sold out of California Water Service (CWT) in Q4 2023, closing a stake of 130 shares — an estimated $6.71K sold.

Rational Advisors first reported a position in CWT in Q4 2018 and held it in 8 quarters. The position peaked at $140K in Q4 2018. 284 funds tracked by Wall St. Rank hold CWT as of Q4 2023.

  • Rational Advisors reported no remaining California Water Service position as of Q4 2023 after selling out during the quarter.
  • Rational Advisors sold 130 California Water Service shares in Q4 2023, an estimated $6.71K.
  • Rational Advisors first reported a position in California Water Service in Q4 2018 and held it in 8 quarters.
  • Rational Advisors's California Water Service position peaked at $140K in Q4 2018.
  • 284 funds tracked by Wall St. Rank held California Water Service as of Q4 2023.

Based on Rational Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.