Capital Advisors Ltd’s California Water Service CWT Stock Holding History

Capital Advisors Ltd’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
2026 Q2	$30K	Buy	608 +246	+68%	+$11.1K	﹤0.01%	600
2026 Q1	$16K	Hold	362	–	–	﹤0.01%	715
2025 Q4	$16K	Hold	362	–	–	﹤0.01%	697
2025 Q3	$17K	Hold	362	–	–	﹤0.01%	682
2025 Q2	$16K	Hold	362	–	–	﹤0.01%	678
2025 Q1	$18K	Hold	362	–	–	﹤0.01%	626
2024 Q4	$16K	Hold	362	–	–	﹤0.01%	657
2024 Q3	$20K	Hold	362	–	–	﹤0.01%	610
2024 Q2	$18K	Hold	362	–	–	﹤0.01%	609
2024 Q1	$17K	Hold	362	–	–	﹤0.01%	610
2023 Q4	$19K	Hold	362	–	–	﹤0.01%	574
2023 Q3	$17K	Hold	362	–	–	﹤0.01%	583
2023 Q2	$19K	Buy	362 +326	+906%	+$18.3K	﹤0.01%	578
2023 Q1	$2K	Sell	36 -330	-90%	-$19.6K	﹤0.01%	877
2022 Q4	$0	Buy	+366	New	+$22K	﹤0.01%	1296

Other funds holding CWT

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return