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Atom Investors’s California Water Service CWT Stock Holding History

Atom Investors’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
-31,944
Closed -$1.45M – 648
2025
Q2 		$1.45M Buy
31,944
+2,302
+8% +$110K 0.13% 205
2025
Q1 		$1.44M Buy
29,642
+9,112
+44% +$414K 0.18% 158
2024
Q4 		$931K Sell
20,530
-3,943
-16% -$199K 0.12% 249
2024
Q3 		$1.33M Buy
24,473
+13,290
+119% +$705K 0.14% 211
2024
Q2 		$542K Buy
11,183
+6,624
+145% +$322K 0.05% 324
2024
Q1 		$212K Buy
4,559
+467
+11% +$21.9K 0.03% 476
2023
Q4 		$212K Buy
+4,092
New +$206K 0.04% 399
2021
Q1 		– Sell
-14,898
Closed -$805K – 284
2020
Q4 		$805K Buy
+14,898
New +$734K 0.09% 205

Other funds holding CWT

BlackRock
BlackRock New York $5.7T 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