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Global Financial Private Client’s California Water Service CWT Stock Holding History

Global Financial Private Client’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 		– Sell
-5
Closed -$242 – 551
2025
Q1 		$242 Buy
5
+3
+150% +$136 ﹤0.01% 1493
2024
Q4 		$91 Buy
+2
New +$101 ﹤0.01% 1500

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
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

Global Financial Private Client's CWT Position: Q2 2025 in Review

Global Financial Private Client sold out of California Water Service (CWT) in Q2 2025, closing a stake of 5 shares — an estimated $242 sold.

Global Financial Private Client first reported a position in CWT in Q4 2024 and held it in 2 quarters. The position peaked at $242 in Q1 2025. 338 funds tracked by Wall St. Rank hold CWT as of Q2 2025.

  • Global Financial Private Client reported no remaining California Water Service position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 5 California Water Service shares in Q2 2025, an estimated $242.
  • Global Financial Private Client first reported a position in California Water Service in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's California Water Service position peaked at $242 in Q1 2025.
  • 338 funds tracked by Wall St. Rank held California Water Service as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.