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California Bancorp shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of California Bancorp (CALB) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in California Bancorp

Tip: Access up to 7 years of quarterly data

All positions including California Bancorp held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in California Bancorp by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $954k 39k 24.76
2023-09-30 $774k 39k 20.10
2023-06-30 $578k 39k 15.00
2023-03-31 $751k 39k 19.51
2022-12-31 $4.0M 169k 23.78
2022-09-30 $3.4M 166k 20.22

More positions owned by MAI Wealth Advisors

iShares S&P 500 Index Ez (IVV)
Microsoft Corp CS (MSFT)
Apple CS (AAPL)
Spdr S&p 500 Etf Trust Ee (SPY)
iShares S&P Mid Cap Index Ez (IJH)
iShares S&P Small Cap Index Ez (IJR)
Vanguard Dividend Appreciation Ee (VIG)
Amazon CS (AMZN)
Vanguard FTSE Developed Mkts E Ee (VEA)
iShares S&P Barra Value Index Ez (IVE)
iShares Russell 1000 Growth In Ez (IWF)
SPDR S&P Mid Cap 400 ETF Ee (MDY)
Invesco Qqq Tr Ser 1 Ee (QQQ)
iShares Core MSCI EAFE Ez (IEFA)
Alphabet Inc Class C CS (GOOG)

View all positions for MAI Wealth Advisors

Top funds holding California Bancorp

Alliancebernstein
Endeavour Capital Advisors
Vanguard Group
Daniel D. Thurber
Elizabeth Park Capital Advisors
Kennedy Capital Management
Fourthstone
Baker Avenue Asset Management
MAI Wealth Advisors
Robertson Stephens Wealth Management
Millennium Management
Dimensional Fund Advisors
Bank of America Corporation
Keystone Wealth Services
Mendon Capital Advisors Corp.

View all funds holding California Bancorp