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California Water Service shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in California Water Service

Tip: Access up to 7 years of quarterly data

All positions including California Water Service held by Kingswood 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 Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $275k 5.9k 46.48
2023-12-31 $359k 6.9k 51.87

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View all positions for Kingswood 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
ProShare Advisors
Jpmorgan Chase & Co

View all funds holding California Water Service