TWP
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TFO Wealth Partners’s California Water Service CWT Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-2
Closed -$93 – 233
2024
Q1 		$93 Hold
2
– – ﹤0.01% 654
2023
Q4 		$104 Hold
2
– – ﹤0.01% 788
2023
Q3 		$103 Hold
2
– – ﹤0.01% 968
2023
Q2 		$103 Hold
2
– – ﹤0.01% 656
2023
Q1 		$116 Sell
2
-235
-99% -$13.9K ﹤0.01% 615
2022
Q4 		$5.28K Buy
+237
New +$14.2K ﹤0.01% 162

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TFO Wealth Partners's CWT Position: Q2 2024 in Review

TFO Wealth Partners sold out of California Water Service (CWT) in Q2 2024, closing a stake of 2 shares — an estimated $93 sold.

TFO Wealth Partners first reported a position in CWT in Q4 2022 and held it in 6 quarters. The position peaked at $5.28K in Q4 2022. 299 funds tracked by Wall St. Rank hold CWT as of Q2 2024.

  • TFO Wealth Partners reported no remaining California Water Service position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 California Water Service shares in Q2 2024, an estimated $93.
  • TFO Wealth Partners first reported a position in California Water Service in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's California Water Service position peaked at $5.28K in Q4 2022.
  • 299 funds tracked by Wall St. Rank held California Water Service as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.