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LGT Financial Advisors’s California Water Service CWT Stock Holding History

LGT Financial 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
Q1 		– Sell
-97
Closed -$4.4K – 406
2024
Q4 		$4.4K Sell
97
-48
-33% -$2.42K 0.01% 571
2024
Q3 		$7.86K Hold
145
– – 0.02% 456
2024
Q2 		$7.03K Hold
145
– – 0.01% 542
2024
Q1 		$6.74K Hold
145
– – 0.01% 561
2023
Q4 		$7.52K Sell
145
-198
-58% -$9.96K 0.01% 548
2023
Q3 		$16.2K Buy
+343
New +$17.4K 0.02% 390

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
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

LGT Financial Advisors's CWT Position: Q1 2025 in Review

LGT Financial Advisors sold out of California Water Service (CWT) in Q1 2025, closing a stake of 97 shares — an estimated $4.4K sold.

LGT Financial Advisors first reported a position in CWT in Q3 2023 and held it in 6 quarters. The position peaked at $16.2K in Q3 2023. 330 funds tracked by Wall St. Rank hold CWT as of Q1 2025.

  • LGT Financial Advisors reported no remaining California Water Service position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 97 California Water Service shares in Q1 2025, an estimated $4.4K.
  • LGT Financial Advisors first reported a position in California Water Service in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's California Water Service position peaked at $16.2K in Q3 2023.
  • 330 funds tracked by Wall St. Rank held California Water Service as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.