Wellington Management Group
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Wellington Management Group’s California Water Service CWT Stock Holding History

Wellington Management Group’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
2021
Q4 		– Sell
-9,386
Closed -$553K – 2200
2021
Q3 		$553K Buy
+9,386
New +$577K ﹤0.01% 1903

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Impax Asset Management Group
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wellington Management Group's CWT Position: Q4 2021 in Review

Wellington Management Group sold out of California Water Service (CWT) in Q4 2021, closing a stake of 9,386 shares — an estimated $553K sold.

Wellington Management Group first reported a position in CWT in Q3 2021 and held it in 1 quarter. The position peaked at $553K in Q3 2021. 306 funds tracked by Wall St. Rank hold CWT as of Q4 2021.

  • Wellington Management Group reported no remaining California Water Service position as of Q4 2021 after selling out during the quarter.
  • Wellington Management Group sold 9,386 California Water Service shares in Q4 2021, an estimated $553K.
  • Wellington Management Group first reported a position in California Water Service in Q3 2021 and held it in 1 quarter.
  • Wellington Management Group's California Water Service position peaked at $553K in Q3 2021.
  • 306 funds tracked by Wall St. Rank held California Water Service as of Q4 2021.

Based on Wellington Management Group's 13F filing for Q4 2021, filed 11 Feb 2022.