AP
CWT icon

Advisors Preferred’s California Water Service CWT Stock Holding History

Advisors Preferred’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
2025
Q3 		– Sell
-69,577
Closed -$3.23M – 248
2025
Q2 		$3.23M Buy
+69,577
New +$3.33M 0.53% 45

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisors Preferred's CWT Position: Q3 2025 in Review

Advisors Preferred sold out of California Water Service (CWT) in Q3 2025, closing a stake of 69,577 shares — an estimated $3.23M sold.

Advisors Preferred first reported a position in CWT in Q2 2025 and held it in 1 quarter. The position peaked at $3.23M in Q2 2025. 337 funds tracked by Wall St. Rank hold CWT as of Q3 2025.

  • Advisors Preferred reported no remaining California Water Service position as of Q3 2025 after selling out during the quarter.
  • Advisors Preferred sold 69,577 California Water Service shares in Q3 2025, an estimated $3.23M.
  • Advisors Preferred first reported a position in California Water Service in Q2 2025 and held it in 1 quarter.
  • Advisors Preferred's California Water Service position peaked at $3.23M in Q2 2025.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q3 2025.

Based on Advisors Preferred's 13F filing for Q3 2025, filed 10 Nov 2025.