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Atom Investors’s American States Water AWR Stock Holding History

Atom Investors’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
-29,580
Closed -$2.27M – 602
2025
Q2 		$2.27M Buy
29,580
+9,506
+47% +$746K 0.2% 143
2025
Q1 		$1.58M Buy
20,074
+275
+1% +$20.7K 0.19% 148
2024
Q4 		$1.54M Sell
19,799
-69,150
-78% -$5.76M 0.19% 156
2024
Q3 		$7.41M Sell
88,949
-12,935
-13% -$1.04M 0.78% 25
2024
Q2 		$7.39M Buy
101,884
+27,489
+37% +$1.98M 0.74% 28
2024
Q1 		$5.37M Buy
74,395
+60,015
+417% +$4.47M 0.67% 28
2023
Q4 		$1.16M Buy
14,380
+8,263
+135% +$661K 0.2% 166
2023
Q3 		$481K Buy
+6,117
New +$521K 0.11% 235
2021
Q1 		– Sell
-21,720
Closed -$1.73M – 251
2020
Q4 		$1.73M Buy
21,720
+10,817
+99% +$828K 0.17% 145
2020
Q3 		$817K Buy
10,903
+5,913
+118% +$454K 0.08% 213
2020
Q2 		$392K Sell
4,990
-80
-2% -$6.38K 0.03% 291
2020
Q1 		$414K Buy
+5,070
New +$435K 0.04% 220

Other funds holding AWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atom Investors's AWR Position: Q3 2025 in Review

Atom Investors sold out of American States Water (AWR) in Q3 2025, closing a stake of 29,580 shares — an estimated $2.27M sold.

Atom Investors first reported a position in AWR in Q1 2020 and held it in 12 quarters. The position peaked at $7.41M in Q3 2024. 367 funds tracked by Wall St. Rank hold AWR as of Q3 2025.

  • Atom Investors reported no remaining American States Water position as of Q3 2025 after selling out during the quarter.
  • Atom Investors sold 29,580 American States Water shares in Q3 2025, an estimated $2.27M.
  • Atom Investors first reported a position in American States Water in Q1 2020 and held it in 12 quarters.
  • Atom Investors's American States Water position peaked at $7.41M in Q3 2024.
  • 367 funds tracked by Wall St. Rank held American States Water as of Q3 2025.

Based on Atom Investors's 13F filing for Q3 2025, filed 14 Nov 2025.