Boston Family Office’s California Water Service CWT Stock Holding History

Boston Family Office’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
2024 Q4	–	Sell	-3,865	Closed	-$210K	–	276
2024 Q3	$210K	Buy	+3,865	New	+$205K	0.01%	270
2024 Q1	–	Sell	-3,865	Closed	-$200K	–	264
2023 Q4	$200K	Buy	+3,865	New	+$194K	0.02%	254
2023 Q2	–	Sell	-3,865	Closed	-$224K	–	261
2023 Q1	$224K	Hold	3,865	–	–	0.02%	243
2022 Q4	$234K	Hold	3,865	–	–	0.02%	249
2022 Q3	$204K	Hold	3,865	–	–	0.02%	257
2022 Q2	$215K	Hold	3,865	–	–	0.02%	257
2022 Q1	$229K	Hold	3,865	–	–	0.02%	271
2021 Q4	$278K	Hold	3,865	–	–	0.02%	252
2021 Q3	$228K	Hold	3,865	–	–	0.02%	264
2021 Q2	$215K	Buy	+3,865	New	+$223K	0.02%	264

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

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

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

Nuance Investments Kansas City, Missouri $588M AUM 6.93% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Boston Family Office's CWT Position: Q4 2024 in Review

Boston Family Office sold out of California Water Service (CWT) in Q4 2024, closing a stake of 3,865 shares — an estimated $210K sold.

Boston Family Office first reported a position in CWT in Q2 2021 and held it in 10 quarters. The position peaked at $278K in Q4 2021. 323 funds tracked by Wall St. Rank hold CWT as of Q4 2024.

Boston Family Office reported no remaining California Water Service position as of Q4 2024 after selling out during the quarter.
Boston Family Office sold 3,865 California Water Service shares in Q4 2024, an estimated $210K.
Boston Family Office first reported a position in California Water Service in Q2 2021 and held it in 10 quarters.
Boston Family Office's California Water Service position peaked at $278K in Q4 2021.
323 funds tracked by Wall St. Rank held California Water Service as of Q4 2024.

Based on Boston Family Office's 13F filing for Q4 2024, filed 12 Feb 2025.