Sutton Wealth Advisors’s California Water Service CWT Stock Holding History

Sutton 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
2023 Q1	–	Sell	-643	Closed	-$39K	–	997
2022 Q4	$39K	Hold	643	–	–	0.01%	465
2022 Q3	$33.9K	Buy	643 +14	+2%	+$821	0.01%	485
2022 Q2	$34.9K	Sell	629 -147	-19%	-$7.92K	0.01%	484
2022 Q1	$46K	Buy	776 +139	+22%	+$8.38K	0.02%	427
2021 Q4	$45.8K	Buy	637 +12	+2%	+$771	0.02%	440
2021 Q3	$36.8K	Hold	625	–	–	0.01%	492
2021 Q2	$34.7K	Hold	625	–	–	0.01%	520
2021 Q1	$35.2K	Hold	625	–	–	0.01%	495
2020 Q4	$33.8K	Hold	625	–	–	0.01%	464
2020 Q3	$27.2K	Hold	625	–	–	0.01%	459
2020 Q2	$29.8K	Hold	625	–	–	0.02%	426
2020 Q1	$31.4K	Sell	625 -81	-11%	-$4.2K	0.02%	361
2019 Q4	$36.4K	Buy	706 +81	+13%	+$4.23K	0.02%	402
2019 Q3	$33.1K	Hold	625	–	–	0.02%	419
2019 Q2	$31.6K	Hold	625	–	–	0.02%	435
2019 Q1	$33.9K	Hold	625	–	–	0.02%	400
2018 Q4	$29.8K	Hold	625	–	–	0.02%	399
2018 Q3	$26.8K	Hold	625	–	–	0.02%	481
2018 Q2	$24.3K	Hold	625	–	–	0.02%	524
2018 Q1	$23.3K	Hold	625	–	–	0.02%	512
2017 Q4	$28.3K	Hold	625	–	–	0.02%	432
2017 Q3	$23.8K	Buy	+625	New	+$23.6K	0.02%	485
2016 Q3	–	Sell	-191	Closed	-$6.67K	–	1050
2016 Q2	$6.67K	Buy	+191	New	+$5.6K	0.01%	721

Other funds holding CWT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sutton Wealth Advisors's CWT Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of California Water Service (CWT) in Q1 2023, closing a stake of 643 shares — an estimated $39K sold.

Sutton Wealth Advisors first reported a position in CWT in Q2 2016 and held it in 23 quarters. The position peaked at $46K in Q1 2022. 298 funds tracked by Wall St. Rank hold CWT as of Q1 2023.

Sutton Wealth Advisors reported no remaining California Water Service position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 643 California Water Service shares in Q1 2023, an estimated $39K.
Sutton Wealth Advisors first reported a position in California Water Service in Q2 2016 and held it in 23 quarters.
Sutton Wealth Advisors's California Water Service position peaked at $46K in Q1 2022.
298 funds tracked by Wall St. Rank held California Water Service as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.