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Ameritas Advisory Services’s California Water Service CWT Stock Holding History

Ameritas Advisory Services’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
-11
Closed -$500 – 2289
2025
Q2 		$500 Buy
+11
New +$526 ﹤0.01% 2696
2023
Q2 		– Sell
-11
Closed -$640 – 966
2023
Q1 		$640 Buy
+11
New +$653 ﹤0.01% 2615

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ameritas Advisory Services's CWT Position: Q3 2025 in Review

Ameritas Advisory Services sold out of California Water Service (CWT) in Q3 2025, closing a stake of 11 shares — an estimated $500 sold.

Ameritas Advisory Services first reported a position in CWT in Q1 2023 and held it in 2 quarters. The position peaked at $640 in Q1 2023. 337 funds tracked by Wall St. Rank hold CWT as of Q3 2025.

  • Ameritas Advisory Services reported no remaining California Water Service position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 11 California Water Service shares in Q3 2025, an estimated $500.
  • Ameritas Advisory Services first reported a position in California Water Service in Q1 2023 and held it in 2 quarters.
  • Ameritas Advisory Services's California Water Service position peaked at $640 in Q1 2023.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.