Atria Wealth Solutions’s California Water Service CWT Stock Holding History

Atria Wealth Solutions’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	-5,067	Closed	-$230K	–	1906
2024 Q4	$230K	Buy	+5,067	New	+$256K	﹤0.01%	1731
2024 Q3	–	Sell	-5,563	Closed	-$270K	–	1949
2024 Q2	$270K	Hold	5,563	–	–	﹤0.01%	1576
2024 Q1	$259K	Sell	5,563 -4,028	-42%	-$189K	﹤0.01%	1661
2023 Q4	$497K	Buy	9,591 +4,028	+72%	+$203K	0.01%	1215
2023 Q3	$263K	Hold	5,563	–	–	﹤0.01%	1498
2023 Q2	$287K	Buy	5,563 +3	+0.1%	+$168	﹤0.01%	1474
2023 Q1	$324K	Buy	5,560 +620	+13%	+$36.8K	﹤0.01%	1372
2022 Q4	$300K	Hold	4,940	–	–	﹤0.01%	1361
2022 Q3	$260K	Hold	4,940	–	–	﹤0.01%	1390
2022 Q2	$274K	Buy	4,940 +400	+9%	+$21.6K	0.01%	1259
2022 Q1	$269K	Buy	+4,540	New	+$274K	﹤0.01%	1378

Other funds holding CWT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's CWT Position: Q1 2025 in Review

Atria Wealth Solutions sold out of California Water Service (CWT) in Q1 2025, closing a stake of 5,067 shares — an estimated $230K sold.

Atria Wealth Solutions first reported a position in CWT in Q1 2022 and held it in 11 quarters. The position peaked at $497K in Q4 2023. 330 funds tracked by Wall St. Rank hold CWT as of Q1 2025.

Atria Wealth Solutions reported no remaining California Water Service position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 5,067 California Water Service shares in Q1 2025, an estimated $230K.
Atria Wealth Solutions first reported a position in California Water Service in Q1 2022 and held it in 11 quarters.
Atria Wealth Solutions's California Water Service position peaked at $497K in Q4 2023.
330 funds tracked by Wall St. Rank held California Water Service as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.