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SJW shares owned by Rise Advisors

Quarter-by-quarter ownership of SJW (SJW) shares owned by Rise Advisors from 13F filings

Historical chart of Rise Advisors investment in SJW

Tip: Access up to 7 years of quarterly data

All positions including SJW held by Rise Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in SJW by Rise Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.8k 85 56.59

More positions owned by Rise Advisors

Vanguard Growth Etf 0 (VUG)
Vanguard Value Etf 0 (VTV)
Dimensional Core Fixed Income Etf 0 (DFCF)
Janus Henderson Mortgage-backed Securities Etf 0 (JMBS)
Janus Henderson Short Duration Income Etf 0 (VNLA)
Dimensional U.s. Targeted Value Etf 0 (DFAT)
Financial Select Sector Spdr Fund 0 (XLF)
Industrial Select Sector Spdr Fund 0 (XLI)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund 0 (XSOE)
Paypal Hldgs 0 (PYPL)
Nvidia Corporation 0 (NVDA)
Microsoft Corp 0 (MSFT)
Amazon 0 (AMZN)
Berkshire Hathaway Inc Del Cl B 0 (BRK.B)
Alphabet Inc Cap Stk Cl C 0 (GOOG)

View all positions for Rise Advisors

Top funds holding SJW

BlackRock
Vanguard Group
HPM Partners
Nuance Investments
Amundi
Dimensional Fund Advisors
Geode Capital Management
KBC Group NV
American Century Companies
Morgan Stanley
First Trust Advisors
Northern Trust
Bank of New York Mellon
Charles Schwab Investment Management
Jpmorgan Chase & Co

View all funds holding SJW