Covestor’s California Water Service CWT Stock Holding History

Covestor’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 Q1	$0	Hold	4	–	–	﹤0.01%	2351
2025 Q4	$0	Hold	4	–	–	﹤0.01%	2342
2025 Q3	$0	Hold	4	–	–	﹤0.01%	2361
2025 Q2	$0	Hold	4	–	–	﹤0.01%	2295
2025 Q1	$0	Hold	4	–	–	﹤0.01%	2305
2024 Q4	$0	Buy	4 +1	+33%	+$50	﹤0.01%	2314
2024 Q3	$0	Hold	3	–	–	﹤0.01%	2299
2024 Q2	$0	Hold	3	–	–	﹤0.01%	2316
2024 Q1	$0	Sell	3 -1	-25%	-$47	﹤0.01%	2320
2023 Q4	$0	Hold	4	–	–	﹤0.01%	2232
2023 Q3	$0	Sell	4 -2	-33%	-$101	﹤0.01%	2208
2023 Q2	$0	Sell	6 -1	-14%	-$56	﹤0.01%	2216
2023 Q1	$0	Buy	7 +1	+17%	+$59	﹤0.01%	2116
2022 Q4	$0	Sell	6 -2	-25%	-$120	﹤0.01%	2149
2022 Q3	$0	Sell	8 -1	-11%	-$59	﹤0.01%	2091
2022 Q2	$1K	Hold	9	–	–	﹤0.01%	1697
2022 Q1	$1K	Sell	9 -6	-40%	-$362	﹤0.01%	1772
2021 Q4	$1K	Buy	+15	New	+$964	﹤0.01%	1705

Other funds holding CWT

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

T. Rowe Price Investment Management

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Nuance Investments Kansas City, Missouri $717M AUM 3.8% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments

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

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return