CIBC Private Wealth Group’s California Water Service CWT Stock Holding History

CIBC Private Wealth Group’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 Q4	$3.79K	Sell	88 -1,062	-92%	-$48.4K	﹤0.01%	2684
2025 Q3	$52.8K	Buy	1,150 +1,077	+1,475%	+$49.6K	﹤0.01%	1769
2025 Q2	$3.33K	Hold	73	–	–	﹤0.01%	2540
2025 Q1	$3.46K	Hold	73	–	–	﹤0.01%	2559
2024 Q4	$3.16K	Hold	73	–	–	﹤0.01%	2604
2024 Q3	$3.95K	Hold	73	–	–	﹤0.01%	2656
2024 Q2	$3.52K	Sell	73 -337	-82%	-$16.4K	﹤0.01%	2628
2024 Q1	$19.1K	Buy	+410	New	+$19.2K	﹤0.01%	2068
2018 Q3	–	Sell	-889	Closed	-$35K	–	1124
2018 Q2	$35K	Buy	889 +670	+306%	+$26.2K	﹤0.01%	1248
2018 Q1	$8K	Buy	219 +1	+0.5%	+$40	﹤0.01%	1571
2017 Q4	$10K	Buy	+218	New	+$9.39K	﹤0.01%	1545

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

CIBC Private Wealth Group's CWT Position: Q4 2025 in Review

CIBC Private Wealth Group reduced its California Water Service (CWT) stake by 92% in Q4 2025, selling an estimated $48.4K and leaving 88 shares worth $3.79K. The position accounts for ﹤0.01% of the portfolio, ranked #2684.

CIBC Private Wealth Group first reported a position in CWT in Q4 2017 and has held it in 11 quarters since. The position peaked at $52.8K in Q3 2025. 330 funds tracked by Wall St. Rank hold CWT as of Q4 2025.

CIBC Private Wealth Group held 88 shares of California Water Service worth $3.79K as of Q4 2025.
CIBC Private Wealth Group sold 1,062 California Water Service shares in Q4 2025, an estimated $48.4K.
California Water Service made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #2684 holding.
CIBC Private Wealth Group first reported a position in California Water Service in Q4 2017 and has held it in 11 quarters since.
CIBC Private Wealth Group's California Water Service position peaked at $52.8K in Q3 2025.
330 funds tracked by Wall St. Rank held California Water Service as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.