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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

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
Charles Schwab Investment Management
KBC Group NV
Ing Clarion Real Estate Securities
Legal & General Group

View all funds holding California Water Service