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Lindbrook Capital’s California Water Service CWT Stock Holding History

Lindbrook Capital’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 		$388 Sell
8
-33
-80% -$1.5K ﹤0.01% 2662
2024
Q4 		$1.86K Sell
41
-3
-7% -$151 ﹤0.01% 2323
2024
Q3 		$2.39K Hold
44
– – ﹤0.01% 2288
2024
Q2 		$2.13K Sell
44
-57
-56% -$2.77K ﹤0.01% 2326
2024
Q1 		$4.69K Sell
101
-58
-36% -$2.72K ﹤0.01% 1920
2023
Q4 		$8.25K Buy
159
+123
+342% +$6.19K ﹤0.01% 1647
2023
Q3 		$1.7K Sell
36
-144
-80% -$7.29K ﹤0.01% 2177
2023
Q2 		$9.29K Sell
180
-8
-4% -$449 ﹤0.01% 1506
2023
Q1 		$10.9K Sell
188
-43
-19% -$2.55K ﹤0.01% 1401
2022
Q4 		$14K Buy
231
+148
+178% +$8.89K ﹤0.01% 1258
2022
Q3 		$4K Buy
83
+18
+28% +$1.05K ﹤0.01% 1744
2022
Q2 		$4K Buy
65
+18
+38% +$970 ﹤0.01% 1628
2022
Q1 		$3K Sell
47
-19
-29% -$1.15K ﹤0.01% 1803
2021
Q4 		$5K Hold
66
– – ﹤0.01% 1497
2021
Q3 		$4K Hold
66
– – ﹤0.01% 1305
2021
Q2 		$4K Sell
66
-9
-12% -$519 ﹤0.01% 1351
2021
Q1 		$4K Buy
75
+9
+14% +$499 ﹤0.01% 1314
2020
Q4 		$4K Sell
66
-22
-25% -$1.08K ﹤0.01% 1241
2020
Q3 		$4K Buy
88
+43
+96% +$2K ﹤0.01% 1163
2020
Q2 		$2K Buy
+45
New +$2.13K ﹤0.01% 1371

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 $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lindbrook Capital's CWT Position: Q1 2025 in Review

Lindbrook Capital reduced its California Water Service (CWT) stake by 80% in Q1 2025, selling an estimated $1.5K and leaving 8 shares worth $388. The position accounts for ﹤0.01% of the portfolio, ranked #2662.

Lindbrook Capital first reported a position in CWT in Q2 2020 and has held it in 20 quarters since. The position peaked at $14K in Q4 2022. 330 funds tracked by Wall St. Rank hold CWT as of Q1 2025.

  • Lindbrook Capital held 8 shares of California Water Service worth $388 as of Q1 2025.
  • Lindbrook Capital sold 33 California Water Service shares in Q1 2025, an estimated $1.5K.
  • California Water Service made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #2662 holding.
  • Lindbrook Capital first reported a position in California Water Service in Q2 2020 and has held it in 20 quarters since.
  • Lindbrook Capital's California Water Service position peaked at $14K in Q4 2022.
  • 330 funds tracked by Wall St. Rank held California Water Service as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.