CAS
CWT icon

Coppell Advisory Solutions’s California Water Service CWT Stock Holding History

Coppell Advisory Solutions’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
-22
Closed -$1K – 656
2024
Q4 		$1K Hold
22
– – ﹤0.01% 1666
2024
Q3 		$1.18K Hold
22
– – ﹤0.01% 1549
2024
Q2 		$1.07K Buy
+22
New +$1.07K ﹤0.01% 1493
2023
Q4 		$5.81K Buy
+112
New +$5.63K ﹤0.01% 1074

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

Coppell Advisory Solutions's CWT Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of California Water Service (CWT) in Q1 2025, closing a stake of 22 shares — an estimated $1K sold.

Coppell Advisory Solutions first reported a position in CWT in Q4 2023 and held it in 4 quarters. The position peaked at $5.81K in Q4 2023. 330 funds tracked by Wall St. Rank hold CWT as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining California Water Service position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 22 California Water Service shares in Q1 2025, an estimated $1K.
  • Coppell Advisory Solutions first reported a position in California Water Service in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's California Water Service position peaked at $5.81K in Q4 2023.
  • 330 funds tracked by Wall St. Rank held California Water Service as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.