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Archer Investment Corporation’s American States Water AWR Stock Holding History

Archer Investment Corporation’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
-59
Closed -$4.55K – 1185
2025
Q2 		$4.55K Hold
59
– – ﹤0.01% 858
2025
Q1 		$4.64K Hold
59
– – ﹤0.01% 829
2024
Q4 		$4.56K Buy
59
+1
+2% +$83 ﹤0.01% 836
2024
Q3 		$4.86K Hold
58
– – ﹤0.01% 815
2024
Q2 		$4.21K Hold
58
– – ﹤0.01% 807
2024
Q1 		$4.17K Buy
58
+1
+2% +$75 ﹤0.01% 793
2023
Q4 		$4.61K Hold
57
– – ﹤0.01% 795
2023
Q3 		$4.49K Buy
+57
New +$4.86K ﹤0.01% 766
2020
Q4 		– Sell
-600
Closed -$45K – 702
2020
Q3 		$45K Hold
600
– – 0.02% 271
2020
Q2 		$47.2K Buy
600
+100
+20% +$7.97K 0.03% 259
2020
Q1 		$41K Buy
500
+119
+31% +$10.2K 0.03% 248
2019
Q4 		$33K Buy
+381
New +$33.8K 0.02% 307

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

Archer Investment Corporation's AWR Position: Q3 2025 in Review

Archer Investment Corporation sold out of American States Water (AWR) in Q3 2025, closing a stake of 59 shares — an estimated $4.55K sold.

Archer Investment Corporation first reported a position in AWR in Q4 2019 and held it in 12 quarters. The position peaked at $47.2K in Q2 2020. 368 funds tracked by Wall St. Rank hold AWR as of Q3 2025.

  • Archer Investment Corporation reported no remaining American States Water position as of Q3 2025 after selling out during the quarter.
  • Archer Investment Corporation sold 59 American States Water shares in Q3 2025, an estimated $4.55K.
  • Archer Investment Corporation first reported a position in American States Water in Q4 2019 and held it in 12 quarters.
  • Archer Investment Corporation's American States Water position peaked at $47.2K in Q2 2020.
  • 368 funds tracked by Wall St. Rank held American States Water as of Q3 2025.

Based on Archer Investment Corporation's 13F filing for Q3 2025, filed 3 Nov 2025.