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

Catalyst Capital 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
2025
Q1 		– Sell
-297
Closed -$13.5K – 456
2024
Q4 		$13.5K Buy
297
+13
+5% +$656 ﹤0.01% 465
2024
Q3 		$15.4K Sell
284
-32
-10% -$1.7K ﹤0.01% 494
2024
Q2 		$15.3K Sell
316
-72
-19% -$3.5K ﹤0.01% 348
2024
Q1 		$18K Buy
388
+35
+10% +$1.64K ﹤0.01% 341
2023
Q4 		$18.3K Sell
353
-85
-19% -$4.28K ﹤0.01% 310
2023
Q3 		$20.7K Buy
+438
New +$22.2K ﹤0.01% 333
2020
Q1 		– Sell
-100
Closed -$5K – 256
2019
Q4 		$5K Hold
100
– – ﹤0.01% 295
2019
Q3 		$5K Hold
100
– – ﹤0.01% 396
2019
Q2 		$5K Sell
100
-6,400
-98% -$322K ﹤0.01% 389
2019
Q1 		$353K Sell
6,500
-9,500
-59% -$478K 0.01% 187
2018
Q4 		$763K Buy
+16,000
New +$708K 0.03% 157

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 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
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Catalyst Capital Advisors's CWT Position: Q1 2025 in Review

Catalyst Capital Advisors sold out of California Water Service (CWT) in Q1 2025, closing a stake of 297 shares — an estimated $13.5K sold.

Catalyst Capital Advisors first reported a position in CWT in Q4 2018 and held it in 11 quarters. The position peaked at $763K in Q4 2018. 330 funds tracked by Wall St. Rank hold CWT as of Q1 2025.

  • Catalyst Capital Advisors reported no remaining California Water Service position as of Q1 2025 after selling out during the quarter.
  • Catalyst Capital Advisors sold 297 California Water Service shares in Q1 2025, an estimated $13.5K.
  • Catalyst Capital Advisors first reported a position in California Water Service in Q4 2018 and held it in 11 quarters.
  • Catalyst Capital Advisors's California Water Service position peaked at $763K in Q4 2018.
  • 330 funds tracked by Wall St. Rank held California Water Service as of Q1 2025.

Based on Catalyst Capital Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.