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

Avantax 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 Q2	$278K	Buy	6,117 +1,203	+24%	+$57.6K	﹤0.01%	1973
2025 Q1	$238K	Buy	+4,914	New	+$223K	﹤0.01%	1994
2020 Q4	–	Sell	-6,151	Closed	-$267K	–	1019
2020 Q3	$267K	Buy	6,151 +1,718	+39%	+$79.9K	﹤0.01%	1084
2020 Q2	$211K	Sell	4,433 -5,139	-54%	-$243K	0.01%	771
2020 Q1	$479K	Sell	9,572 -322	-3%	-$16.7K	0.01%	445
2019 Q4	$512K	Buy	9,894 +3,506	+55%	+$183K	0.01%	469
2019 Q3	$336K	Buy	+6,388	New	+$342K	0.01%	410
2019 Q2	–	Sell	-4,100	Closed	-$223K	–	523
2019 Q1	$223K	Buy	+4,100	New	+$206K	0.01%	433

Other funds holding CWT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Avantax Advisory Services's CWT Position: Q2 2025 in Review

Avantax Advisory Services increased its California Water Service (CWT) stake by 24% in Q2 2025, buying an estimated $57.6K and bringing the position to 6,117 shares worth $278K. The position accounts for ﹤0.01% of the portfolio, ranked #1973.

Avantax Advisory Services first reported a position in CWT in Q1 2019 and has held it in 8 quarters since. The position peaked at $512K in Q4 2019. 338 funds tracked by Wall St. Rank hold CWT as of Q2 2025.

Avantax Advisory Services held 6,117 shares of California Water Service worth $278K as of Q2 2025.
Avantax Advisory Services bought 1,203 California Water Service shares in Q2 2025, an estimated $57.6K.
California Water Service made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1973 holding.
Avantax Advisory Services first reported a position in California Water Service in Q1 2019 and has held it in 8 quarters since.
Avantax Advisory Services's California Water Service position peaked at $512K in Q4 2019.
338 funds tracked by Wall St. Rank held California Water Service as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.