WW
VWTR

Waterfront Wealth’s Vidler Water Resouces, Inc. Common Stock VWTR Stock Holding History

Waterfront Wealth’s Portfolio VWTR Stock Details VWTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-10,419
Closed -$126K – 252
2021
Q4 		$126K Buy
+10,419
New +$126K 0.05% 215

Other funds holding VWTR

Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
BP
Bandera Partners New York $221M AUM 10.51% 1-Year Est. Return
FFA
First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
RR
Robotti Robert $641M AUM 66.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Waterfront Wealth's VWTR Position: Q1 2022 in Review

Waterfront Wealth sold out of Vidler Water Resouces, Inc. Common Stock (VWTR) in Q1 2022, closing a stake of 10,419 shares — an estimated $126K sold.

Waterfront Wealth first reported a position in VWTR in Q4 2021 and held it in 1 quarter. The position peaked at $126K in Q4 2021. 67 funds tracked by Wall St. Rank hold VWTR as of Q1 2022.

  • Waterfront Wealth reported no remaining Vidler Water Resouces, Inc. Common Stock position as of Q1 2022 after selling out during the quarter.
  • Waterfront Wealth sold 10,419 Vidler Water Resouces, Inc. Common Stock shares in Q1 2022, an estimated $126K.
  • Waterfront Wealth first reported a position in Vidler Water Resouces, Inc. Common Stock in Q4 2021 and held it in 1 quarter.
  • Waterfront Wealth's Vidler Water Resouces, Inc. Common Stock position peaked at $126K in Q4 2021.
  • 67 funds tracked by Wall St. Rank held Vidler Water Resouces, Inc. Common Stock as of Q1 2022.

Based on Waterfront Wealth's 13F filing for Q1 2022, filed 13 May 2022.