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CIBC World Markets’s California Water Service CWT Stock Holding History

CIBC World Markets’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
Q2 		$335K Sell
7,372
-5,854
-44% -$280K ﹤0.01% 1049
2025
Q1 		$641K Buy
13,226
+7,648
+137% +$347K 0.01% 889
2024
Q4 		$253K Buy
+5,578
New +$282K ﹤0.01% 1017

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Amundi
Amundi Paris, France $416B AUM 44.19% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIBC World Markets's CWT Position: Q2 2025 in Review

CIBC World Markets reduced its California Water Service (CWT) stake by 44% in Q2 2025, selling an estimated $280K and leaving 7,372 shares worth $335K. The position accounts for ﹤0.01% of the portfolio, ranked #1049.

CIBC World Markets first reported a position in CWT in Q4 2024 and has held it in 3 quarters since. The position peaked at $641K in Q1 2025. 338 funds tracked by Wall St. Rank hold CWT as of Q2 2025.

  • CIBC World Markets held 7,372 shares of California Water Service worth $335K as of Q2 2025.
  • CIBC World Markets sold 5,854 California Water Service shares in Q2 2025, an estimated $280K.
  • California Water Service made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1049 holding.
  • CIBC World Markets first reported a position in California Water Service in Q4 2024 and has held it in 3 quarters since.
  • CIBC World Markets's California Water Service position peaked at $641K in Q1 2025.
  • 338 funds tracked by Wall St. Rank held California Water Service as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.