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Advisor Resource Council’s American States Water AWR Stock Holding History

Advisor Resource Council’s Portfolio AWR Stock Details AWR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-5,103
Closed -$402K – 218
2025
Q1 		$402K Buy
+5,103
New +$384K 0.03% 401

Other funds holding AWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Advisor Resource Council's AWR Position: Q2 2025 in Review

Advisor Resource Council sold out of American States Water (AWR) in Q2 2025, closing a stake of 5,103 shares — an estimated $402K sold.

Advisor Resource Council first reported a position in AWR in Q1 2025 and held it in 1 quarter. The position peaked at $402K in Q1 2025. 360 funds tracked by Wall St. Rank hold AWR as of Q2 2025.

  • Advisor Resource Council reported no remaining American States Water position as of Q2 2025 after selling out during the quarter.
  • Advisor Resource Council sold 5,103 American States Water shares in Q2 2025, an estimated $402K.
  • Advisor Resource Council first reported a position in American States Water in Q1 2025 and held it in 1 quarter.
  • Advisor Resource Council's American States Water position peaked at $402K in Q1 2025.
  • 360 funds tracked by Wall St. Rank held American States Water as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.