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Horizon Investments’s California Water Service CWT Stock Holding History

Horizon Investments’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
-15
Closed -$675 – 881
2024
Q4 		$675 Buy
+15
New +$757 ﹤0.01% 835

Other funds holding CWT

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Horizon Investments's CWT Position: Q1 2025 in Review

Horizon Investments sold out of California Water Service (CWT) in Q1 2025, closing a stake of 15 shares — an estimated $675 sold.

Horizon Investments first reported a position in CWT in Q4 2024 and held it in 1 quarter. The position peaked at $675 in Q4 2024. 330 funds tracked by Wall St. Rank hold CWT as of Q1 2025.

  • Horizon Investments reported no remaining California Water Service position as of Q1 2025 after selling out during the quarter.
  • Horizon Investments sold 15 California Water Service shares in Q1 2025, an estimated $675.
  • Horizon Investments first reported a position in California Water Service in Q4 2024 and held it in 1 quarter.
  • Horizon Investments's California Water Service position peaked at $675 in Q4 2024.
  • 330 funds tracked by Wall St. Rank held California Water Service as of Q1 2025.

Based on Horizon Investments's 13F filing for Q1 2025, filed 13 May 2025.