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Westwood Holdings Group’s California Water Service CWT Stock Holding History

Westwood Holdings 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
2022
Q4 		– Sell
-8,051
Closed -$424K – 571
2022
Q3 		$424K Buy
+8,051
New +$472K 0.01% 387

Other funds holding CWT

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
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
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Westwood Holdings Group's CWT Position: Q4 2022 in Review

Westwood Holdings Group sold out of California Water Service (CWT) in Q4 2022, closing a stake of 8,051 shares — an estimated $424K sold.

Westwood Holdings Group first reported a position in CWT in Q3 2022 and held it in 1 quarter. The position peaked at $424K in Q3 2022. 295 funds tracked by Wall St. Rank hold CWT as of Q4 2022.

  • Westwood Holdings Group reported no remaining California Water Service position as of Q4 2022 after selling out during the quarter.
  • Westwood Holdings Group sold 8,051 California Water Service shares in Q4 2022, an estimated $424K.
  • Westwood Holdings Group first reported a position in California Water Service in Q3 2022 and held it in 1 quarter.
  • Westwood Holdings Group's California Water Service position peaked at $424K in Q3 2022.
  • 295 funds tracked by Wall St. Rank held California Water Service as of Q4 2022.

Based on Westwood Holdings Group's 13F filing for Q4 2022, filed 14 Feb 2023.