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Selective Wealth Management’s Consolidated Water Co CWCO Stock Holding History

Selective Wealth Management’s Portfolio CWCO Stock Details CWCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-661
Closed -$10K – 236
2022
Q3 		$10K Buy
+661
New +$10.4K ﹤0.01% 518

Other funds holding CWCO

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
TCMG
TSP Capital Management Group Summit, New Jersey $410M AUM 71.81% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Selective Wealth Management's CWCO Position: Q4 2022 in Review

Selective Wealth Management sold out of Consolidated Water Co (CWCO) in Q4 2022, closing a stake of 661 shares — an estimated $10K sold.

Selective Wealth Management first reported a position in CWCO in Q3 2022 and held it in 1 quarter. The position peaked at $10K in Q3 2022. 92 funds tracked by Wall St. Rank hold CWCO as of Q4 2022.

  • Selective Wealth Management reported no remaining Consolidated Water Co position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 661 Consolidated Water Co shares in Q4 2022, an estimated $10K.
  • Selective Wealth Management first reported a position in Consolidated Water Co in Q3 2022 and held it in 1 quarter.
  • Selective Wealth Management's Consolidated Water Co position peaked at $10K in Q3 2022.
  • 92 funds tracked by Wall St. Rank held Consolidated Water Co as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.