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California Water Service shares owned by Custom Portfolio Group

Quarter-by-quarter ownership of California Water Service (CWT) shares owned by Custom Portfolio Group from 13F filings

Historical chart of Custom Portfolio Group investment in California Water Service

Tip: Access up to 7 years of quarterly data

All positions including California Water Service held by Custom Portfolio Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in California Water Service by Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.2k 25 48.48
2024-03-31 $1.2k 25 46.48
2023-12-31 $1.3k 25 51.88

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iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

Top funds holding California Water Service

BlackRock
BlackRock
Vanguard Group
T. Rowe Price Investment Management
State Street Corporation
Amundi
Nuance Investments
First Trust Advisors
Geode Capital Management
Dimensional Fund Advisors
Invesco
Northern Trust
KBC Group NV
Charles Schwab Investment Management
Morgan Stanley

View all funds holding California Water Service