Wipfli Financial Advisors’s California Water Service CWT Stock Holding History

Wipfli Financial Advisors’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	$27K	Buy	+506	New	+$29.7K	﹤0.01%	1427

Other funds holding CWT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's CWT Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in California Water Service (CWT) in Q3 2022: 506 shares worth $27K. The stake represents ﹤0.01% of the portfolio and ranks #1427 among its holdings.

281 funds tracked by Wall St. Rank hold CWT as of Q3 2022.

Wipfli Financial Advisors held 506 shares of California Water Service worth $27K as of Q3 2022.
California Water Service was a new Wipfli Financial Advisors position in Q3 2022.
California Water Service made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1427 holding.
281 funds tracked by Wall St. Rank held California Water Service as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.