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Atria Wealth Solutions’s American States Water AWR Stock Holding History

Atria Wealth Solutions’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
Q1 		– Sell
-2,588
Closed -$201K – 1871
2024
Q4 		$201K Buy
+2,588
New +$215K ﹤0.01% 1830
2024
Q2 		– Sell
-3,034
Closed -$219K – 1934
2024
Q1 		$219K Buy
3,034
+252
+9% +$18.8K ﹤0.01% 1770
2023
Q4 		$224K Buy
+2,782
New +$223K ﹤0.01% 1702
2023
Q1 		– Sell
-2,166
Closed -$200K – 1861
2022
Q4 		$200K Buy
+2,166
New +$197K ﹤0.01% 1613

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State Street
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return