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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 $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

Kingswood Wealth Advisors's CWT Position: Q3 2025 in Review

Kingswood Wealth Advisors sold out of California Water Service (CWT) in Q3 2025, closing a stake of 6,325 shares — an estimated $288K sold.

Kingswood Wealth Advisors first reported a position in CWT in Q4 2023 and held it in 6 quarters. The position peaked at $359K in Q4 2023. 337 funds tracked by Wall St. Rank hold CWT as of Q3 2025.

  • Kingswood Wealth Advisors reported no remaining California Water Service position as of Q3 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 6,325 California Water Service shares in Q3 2025, an estimated $288K.
  • Kingswood Wealth Advisors first reported a position in California Water Service in Q4 2023 and held it in 6 quarters.
  • Kingswood Wealth Advisors's California Water Service position peaked at $359K in Q4 2023.
  • 337 funds tracked by Wall St. Rank held California Water Service as of Q3 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q3 2025, filed 23 Oct 2025.