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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 – 1870
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

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 $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Atria Wealth Solutions's AWR Position: Q1 2025 in Review

Atria Wealth Solutions sold out of American States Water (AWR) in Q1 2025, closing a stake of 2,588 shares — an estimated $201K sold.

Atria Wealth Solutions first reported a position in AWR in Q4 2022 and held it in 4 quarters. The position peaked at $224K in Q4 2023. 356 funds tracked by Wall St. Rank hold AWR as of Q1 2025.

  • Atria Wealth Solutions reported no remaining American States Water position as of Q1 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 2,588 American States Water shares in Q1 2025, an estimated $201K.
  • Atria Wealth Solutions first reported a position in American States Water in Q4 2022 and held it in 4 quarters.
  • Atria Wealth Solutions's American States Water position peaked at $224K in Q4 2023.
  • 356 funds tracked by Wall St. Rank held American States Water as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.