KWA
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Kingswood Wealth Advisors’s California Water Service CWT Stock Holding History

Kingswood Wealth Advisors’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
-6,325
Closed -$288K – 803
2025
Q2 		$288K Sell
6,325
-600
-9% -$28.7K 0.02% 585
2025
Q1 		$336K Hold
6,925
– – 0.03% 505
2024
Q4 		$314K Buy
+6,925
New +$350K 0.02% 591
2024
Q3 		– Sell
-6,925
Closed -$336K – 686
2024
Q2 		$336K Buy
6,925
+1,000
+17% +$48.6K 0.03% 488
2024
Q1 		$275K Sell
5,925
-1,000
-14% -$46.9K 0.03% 506
2023
Q4 		$359K Buy
+6,925
New +$348K 0.04% 421

Other funds holding CWT

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
NI
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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return