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Valley Wealth Managers’s California Water Service CWT Stock Holding History

Valley Wealth Managers’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
2022
Q4 		– Sell
-19
Closed -$1K – 390
2022
Q3 		$1K Hold
19
– – ﹤0.01% 393
2022
Q2 		$1K Buy
+19
New +$1.02K ﹤0.01% 405

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Valley Wealth Managers's CWT Position: Q4 2022 in Review

Valley Wealth Managers sold out of California Water Service (CWT) in Q4 2022, closing a stake of 19 shares — an estimated $1K sold.

Valley Wealth Managers first reported a position in CWT in Q2 2022 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 293 funds tracked by Wall St. Rank hold CWT as of Q4 2022.

  • Valley Wealth Managers reported no remaining California Water Service position as of Q4 2022 after selling out during the quarter.
  • Valley Wealth Managers sold 19 California Water Service shares in Q4 2022, an estimated $1K.
  • Valley Wealth Managers first reported a position in California Water Service in Q2 2022 and held it in 2 quarters.
  • Valley Wealth Managers's California Water Service position peaked at $1K in Q3 2022.
  • 293 funds tracked by Wall St. Rank held California Water Service as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.