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California Water Service shares owned by Lenox Wealth Advisors

Quarter-by-quarter ownership of California Water Service (CWT) shares owned by Lenox Wealth Advisors from 13F filings

Historical chart of Lenox Wealth Advisors investment in California Water Service

Tip: Access up to 7 years of quarterly data

All positions including California Water Service held by Lenox Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in California Water Service by Lenox Wealth Advisors

Quarter filed Position value Share count Share price at filing
2022-03-31 $763k 13k 58.69
2021-03-31 $2.0k 30 66.67

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View all positions for Lenox Wealth Advisors

Top funds holding California Water Service

Vanguard Group
Nuance Investments
Amundi
Dimensional Fund Advisors
Impax Asset Management Group
Charles Schwab Investment Management
Legal & General Group
Bank of New York Mellon
Norges Bank Investment Management
Principal Financial Group
Victory Capital Management
Raymond James & Associates
Rhumbline Advisers
Jpmorgan Chase & Co
Bank of America Corporation

View all funds holding California Water Service