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Sierra Capital’s California Water Service CWT Stock Holding History

Sierra Capital’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
Q1 		– Sell
-32
Closed -$2K – 275
2022
Q4 		$2K Hold
32
– – ﹤0.01% 505
2022
Q3 		$2K Hold
32
– – ﹤0.01% 503
2022
Q2 		$2K Buy
+32
New +$1.72K ﹤0.01% 574

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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sierra Capital's CWT Position: Q1 2023 in Review

Sierra Capital sold out of California Water Service (CWT) in Q1 2023, closing a stake of 32 shares — an estimated $2K sold.

Sierra Capital first reported a position in CWT in Q2 2022 and held it in 3 quarters. The position peaked at $2K in Q4 2022. 298 funds tracked by Wall St. Rank hold CWT as of Q1 2023.

  • Sierra Capital reported no remaining California Water Service position as of Q1 2023 after selling out during the quarter.
  • Sierra Capital sold 32 California Water Service shares in Q1 2023, an estimated $2K.
  • Sierra Capital first reported a position in California Water Service in Q2 2022 and held it in 3 quarters.
  • Sierra Capital's California Water Service position peaked at $2K in Q4 2022.
  • 298 funds tracked by Wall St. Rank held California Water Service as of Q1 2023.

Based on Sierra Capital's 13F filing for Q1 2023, filed 1 May 2023.