Ameritas Advisory Services’s American States Water AWR Stock Holding History

Ameritas Advisory Services’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 Q3	–	Sell	-3	Closed	-$230	–	2166
2025 Q2	$230	Buy	+3	New	+$235	﹤0.01%	2748
2023 Q2	–	Sell	-50	Closed	-$4.45K	–	693
2023 Q1	$4.45K	Buy	+50	New	+$4.57K	﹤0.01%	2184

Other funds holding AWR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Ameritas Advisory Services's AWR Position: Q3 2025 in Review

Ameritas Advisory Services sold out of American States Water (AWR) in Q3 2025, closing a stake of 3 shares — an estimated $230 sold.

Ameritas Advisory Services first reported a position in AWR in Q1 2023 and held it in 2 quarters. The position peaked at $4.45K in Q1 2023. 367 funds tracked by Wall St. Rank hold AWR as of Q3 2025.

Ameritas Advisory Services reported no remaining American States Water position as of Q3 2025 after selling out during the quarter.
Ameritas Advisory Services sold 3 American States Water shares in Q3 2025, an estimated $230.
Ameritas Advisory Services first reported a position in American States Water in Q1 2023 and held it in 2 quarters.
Ameritas Advisory Services's American States Water position peaked at $4.45K in Q1 2023.
367 funds tracked by Wall St. Rank held American States Water as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.