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Vident Investment Advisory’s California Water Service CWT Stock Holding History

Vident Investment Advisory’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
Q3 		– Sell
-13,222
Closed -$734K – 1154
2022
Q2 		$734K Sell
13,222
-359
-3% -$19.3K 0.02% 730
2022
Q1 		$805K Buy
13,581
+1,434
+12% +$86.4K 0.02% 780
2021
Q4 		$873K Buy
12,147
+1,873
+18% +$120K 0.02% 757
2021
Q3 		$605K Buy
10,274
+1,726
+20% +$106K 0.02% 831
2021
Q2 		$475K Buy
8,548
+1,718
+25% +$99.1K 0.01% 856
2021
Q1 		$385K Buy
6,830
+997
+17% +$55.3K 0.01% 864
2020
Q4 		$315K Buy
5,833
+667
+13% +$32.9K 0.01% 820
2020
Q3 		$224K Sell
5,166
-211
-4% -$9.82K 0.01% 816
2020
Q2 		$256K Buy
+5,377
New +$254K 0.01% 787

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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State Street
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T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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 $14.3B AUM 19.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return