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Steward Financial Group’s California Water Service CWT Stock Holding History

Steward Financial Group’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
Q3 		$0 Buy
+13
New +$658 ﹤0.01% 1374
2022
Q3 		– Sell
-4
Closed – – 390
2022
Q2 		$0 Buy
+4
New +$216 ﹤0.01% 1058

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Steward Financial Group's CWT Position: Q3 2023 in Review

Steward Financial Group opened a new position in California Water Service (CWT) in Q3 2023: 13 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1374 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in CWT as recently as Q2 2022.

Steward Financial Group first reported a position in CWT in Q2 2022 and has held it in 2 quarters since. 271 funds tracked by Wall St. Rank hold CWT as of Q3 2023.

  • Steward Financial Group held 13 shares of California Water Service worth $0 as of Q3 2023.
  • California Water Service was a new Steward Financial Group position in Q3 2023.
  • California Water Service made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1374 holding.
  • Steward Financial Group first reported a position in California Water Service in Q2 2022 and has held it in 2 quarters since.
  • 271 funds tracked by Wall St. Rank held California Water Service as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.