RIA
VWTR

Realta Investment Advisors’s Vidler Water Resouces, Inc. Common Stock VWTR Stock Holding History

Realta Investment Advisors’s Portfolio VWTR Stock Details VWTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-750
Closed -$8K – 1534
2019
Q4 		$8K Hold
750
– – ﹤0.01% 1220
2019
Q3 		$8K Sell
750
-11,000
-94% -$113K ﹤0.01% 1201
2019
Q2 		$136K Sell
11,750
-6,300
-35% -$69.7K 0.04% 422
2019
Q1 		$180K Buy
+18,050
New +$184K 0.08% 292

Other funds holding VWTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Realta Investment Advisors's VWTR Position: Q1 2020 in Review

Realta Investment Advisors sold out of Vidler Water Resouces, Inc. Common Stock (VWTR) in Q1 2020, closing a stake of 750 shares — an estimated $8K sold.

Realta Investment Advisors first reported a position in VWTR in Q1 2019 and held it in 4 quarters. The position peaked at $180K in Q1 2019. 80 funds tracked by Wall St. Rank hold VWTR as of Q1 2020.

  • Realta Investment Advisors reported no remaining Vidler Water Resouces, Inc. Common Stock position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 750 Vidler Water Resouces, Inc. Common Stock shares in Q1 2020, an estimated $8K.
  • Realta Investment Advisors first reported a position in Vidler Water Resouces, Inc. Common Stock in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Vidler Water Resouces, Inc. Common Stock position peaked at $180K in Q1 2019.
  • 80 funds tracked by Wall St. Rank held Vidler Water Resouces, Inc. Common Stock as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.