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Ridgewood Investments’s California Water Service CWT Stock Holding History

Ridgewood 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
-66
Closed -$2.99K – 690
2024
Q4 		$2.99K Hold
66
– – ﹤0.01% 623
2024
Q3 		$3.58K Hold
66
– – ﹤0.01% 621
2024
Q2 		$3.2K Buy
+66
New +$3.21K ﹤0.01% 632
2023
Q3 		– Sell
-66
Closed -$3.41K – 304
2023
Q2 		$3.41K Hold
66
– – ﹤0.01% 641
2023
Q1 		$3.84K Buy
+66
New +$3.92K ﹤0.01% 627

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

Ridgewood Investments's CWT Position: Q1 2025 in Review

Ridgewood Investments sold out of California Water Service (CWT) in Q1 2025, closing a stake of 66 shares — an estimated $2.99K sold.

Ridgewood Investments first reported a position in CWT in Q1 2023 and held it in 5 quarters. The position peaked at $3.84K in Q1 2023. 330 funds tracked by Wall St. Rank hold CWT as of Q1 2025.

  • Ridgewood Investments reported no remaining California Water Service position as of Q1 2025 after selling out during the quarter.
  • Ridgewood Investments sold 66 California Water Service shares in Q1 2025, an estimated $2.99K.
  • Ridgewood Investments first reported a position in California Water Service in Q1 2023 and held it in 5 quarters.
  • Ridgewood Investments's California Water Service position peaked at $3.84K in Q1 2023.
  • 330 funds tracked by Wall St. Rank held California Water Service as of Q1 2025.

Based on Ridgewood Investments's 13F filing for Q1 2025, filed 7 May 2025.