AIM
CWT icon

Aigen Investment Management’s California Water Service CWT Stock Holding History

Aigen Investment Management’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
Q1 		– Sell
-4,954
Closed -$225K – 806
2024
Q4 		$225K Buy
4,954
+760
+18% +$38.4K 0.04% 572
2024
Q3 		$227K Buy
+4,194
New +$222K 0.04% 542
2024
Q1 		– Sell
-5,539
Closed -$287K – 740
2023
Q4 		$287K Sell
5,539
-2,975
-35% -$150K 0.05% 505
2023
Q3 		$403K Buy
8,514
+4,012
+89% +$203K 0.08% 430
2023
Q2 		$232K Buy
+4,502
New +$253K 0.03% 577
2020
Q3 		– Sell
-10,787
Closed -$515K – 898
2020
Q2 		$515K Buy
+10,787
New +$509K 0.07% 447

Other funds holding CWT

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aigen Investment Management's CWT Position: Q1 2025 in Review

Aigen Investment Management sold out of California Water Service (CWT) in Q1 2025, closing a stake of 4,954 shares — an estimated $225K sold.

Aigen Investment Management first reported a position in CWT in Q2 2020 and held it in 6 quarters. The position peaked at $515K in Q2 2020. 330 funds tracked by Wall St. Rank hold CWT as of Q1 2025.

  • Aigen Investment Management reported no remaining California Water Service position as of Q1 2025 after selling out during the quarter.
  • Aigen Investment Management sold 4,954 California Water Service shares in Q1 2025, an estimated $225K.
  • Aigen Investment Management first reported a position in California Water Service in Q2 2020 and held it in 6 quarters.
  • Aigen Investment Management's California Water Service position peaked at $515K in Q2 2020.
  • 330 funds tracked by Wall St. Rank held California Water Service as of Q1 2025.

Based on Aigen Investment Management's 13F filing for Q1 2025, filed 12 May 2025.