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D.J. St. Germain’s California Water Service CWT Stock Holding History

D.J. St. Germain’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
Q3 		– Sell
-47
Closed -$2.14K – 913
2025
Q2 		$2.14K Hold
47
– – ﹤0.01% 795
2025
Q1 		$2.28K Hold
47
– – ﹤0.01% 724
2024
Q4 		$2.13K Hold
47
– – ﹤0.01% 725
2024
Q3 		$2.55K Hold
47
– – ﹤0.01% 657
2024
Q2 		$2.28K Buy
+47
New +$2.28K ﹤0.01% 678

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 $3.37T AUM 44.26% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

D.J. St. Germain's CWT Position: Q3 2025 in Review

D.J. St. Germain sold out of California Water Service (CWT) in Q3 2025, closing a stake of 47 shares — an estimated $2.14K sold.

D.J. St. Germain first reported a position in CWT in Q2 2024 and held it in 5 quarters. The position peaked at $2.55K in Q3 2024. 337 funds tracked by Wall St. Rank hold CWT as of Q3 2025.

  • D.J. St. Germain reported no remaining California Water Service position as of Q3 2025 after selling out during the quarter.
  • D.J. St. Germain sold 47 California Water Service shares in Q3 2025, an estimated $2.14K.
  • D.J. St. Germain first reported a position in California Water Service in Q2 2024 and held it in 5 quarters.
  • D.J. St. Germain's California Water Service position peaked at $2.55K in Q3 2024.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q3 2025.

Based on D.J. St. Germain's 13F filing for Q3 2025, filed 7 Oct 2025.