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Steve Schonfeld’s California Water Service CWT Stock Holding History

Steve Schonfeld’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
Q2 		– Sell
-6,733
Closed -$326K – 2129
2025
Q1 		$326K Buy
+6,733
New +$306K ﹤0.01% 1755
2022
Q4 		– Sell
-24,425
Closed -$1.29M – 2668
2022
Q3 		$1.29M Buy
+24,425
New +$1.43M 0.01% 1119
2021
Q4 		– Sell
-3,400
Closed -$200K – 2215
2021
Q3 		$200K Buy
+3,400
New +$209K ﹤0.01% 1765
2020
Q1 		– Sell
-7,223
Closed -$372K – 1218
2019
Q4 		$372K Buy
+7,223
New +$377K 0.01% 870

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 $413B AUM 44.57% 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
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Steve Schonfeld's CWT Position: Q2 2025 in Review

Steve Schonfeld sold out of California Water Service (CWT) in Q2 2025, closing a stake of 6,733 shares — an estimated $326K sold.

Steve Schonfeld first reported a position in CWT in Q4 2019 and held it in 4 quarters. The position peaked at $1.29M in Q3 2022. 338 funds tracked by Wall St. Rank hold CWT as of Q2 2025.

  • Steve Schonfeld reported no remaining California Water Service position as of Q2 2025 after selling out during the quarter.
  • Steve Schonfeld sold 6,733 California Water Service shares in Q2 2025, an estimated $326K.
  • Steve Schonfeld first reported a position in California Water Service in Q4 2019 and held it in 4 quarters.
  • Steve Schonfeld's California Water Service position peaked at $1.29M in Q3 2022.
  • 338 funds tracked by Wall St. Rank held California Water Service as of Q2 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.