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Regent Peak Wealth Advisors’s California Water Service CWT Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-18
Closed -$1K – 337
2020
Q4 		$1K Buy
+18
New +$887 ﹤0.01% 908

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Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Regent Peak Wealth Advisors's CWT Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of California Water Service (CWT) in Q1 2021, closing a stake of 18 shares — an estimated $1K sold.

Regent Peak Wealth Advisors first reported a position in CWT in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 258 funds tracked by Wall St. Rank hold CWT as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining California Water Service position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 18 California Water Service shares in Q1 2021, an estimated $1K.
  • Regent Peak Wealth Advisors first reported a position in California Water Service in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's California Water Service position peaked at $1K in Q4 2020.
  • 258 funds tracked by Wall St. Rank held California Water Service as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.