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Sonen Capital’s California Water Service CWT Stock Holding History

Sonen 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
Q4 		$231K Buy
+4,451
New +$224K 0.44% 66

Other funds holding CWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sonen Capital's CWT Position: Q4 2023 in Review

Sonen Capital opened a new position in California Water Service (CWT) in Q4 2023: 4,451 shares worth $231K. The stake represents 0.44% of the portfolio and ranks #66 among its holdings.

284 funds tracked by Wall St. Rank hold CWT as of Q4 2023.

  • Sonen Capital held 4,451 shares of California Water Service worth $231K as of Q4 2023.
  • California Water Service was a new Sonen Capital position in Q4 2023.
  • California Water Service made up 0.44% of Sonen Capital's portfolio in Q4 2023, its #66 holding.
  • 284 funds tracked by Wall St. Rank held California Water Service as of Q4 2023.

Based on Sonen Capital's 13F filing for Q4 2023, filed 2 Feb 2024.