Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s California Water Service CWT Stock Holding History

Cambridge Investment Research Advisors’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
-4,518
Closed -$245K – 3496
2024
Q3 		$245K Buy
4,518
+272
+6% +$14.4K ﹤0.01% 2985
2024
Q2 		$206K Buy
+4,246
New +$206K ﹤0.01% 3002
2024
Q1 		– Sell
-6,638
Closed -$344K – 3325
2023
Q4 		$344K Buy
6,638
+1,798
+37% +$90.4K ﹤0.01% 2492
2023
Q3 		$229K Sell
4,840
-80
-2% -$4.05K ﹤0.01% 2705
2023
Q2 		$254K Buy
4,920
+1
+0% +$56 ﹤0.01% 2681
2023
Q1 		$286K Sell
4,919
-4,117
-46% -$244K ﹤0.01% 2529
2022
Q4 		$548K Buy
+9,036
New +$543K ﹤0.01% 1938
2022
Q1 		– Sell
-2,991
Closed -$215K – 3189
2021
Q4 		$215K Sell
2,991
-407
-12% -$26.2K ﹤0.01% 2827
2021
Q3 		$200K Buy
+3,398
New +$209K ﹤0.01% 2817
2020
Q2 		– Sell
-4,226
Closed -$213K – 2467
2020
Q1 		$213K Buy
+4,226
New +$219K ﹤0.01% 1892
2019
Q4 		– Sell
-6,233
Closed -$330K – 2416
2019
Q3 		$330K Sell
6,233
-1,704
-21% -$91.3K ﹤0.01% 1745
2019
Q2 		$402K Sell
7,937
-5,317
-40% -$267K ﹤0.01% 1569
2019
Q1 		$719K Buy
+13,254
New +$667K 0.01% 1246

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cambridge Investment Research Advisors's CWT Position: Q4 2024 in Review

Cambridge Investment Research Advisors sold out of California Water Service (CWT) in Q4 2024, closing a stake of 4,518 shares — an estimated $245K sold.

Cambridge Investment Research Advisors first reported a position in CWT in Q1 2019 and held it in 13 quarters. The position peaked at $719K in Q1 2019. 323 funds tracked by Wall St. Rank hold CWT as of Q4 2024.

  • Cambridge Investment Research Advisors reported no remaining California Water Service position as of Q4 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 4,518 California Water Service shares in Q4 2024, an estimated $245K.
  • Cambridge Investment Research Advisors first reported a position in California Water Service in Q1 2019 and held it in 13 quarters.
  • Cambridge Investment Research Advisors's California Water Service position peaked at $719K in Q1 2019.
  • 323 funds tracked by Wall St. Rank held California Water Service as of Q4 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.