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

Avantax 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
Q2 		$490K Sell
6,394
-479
-7% -$37.6K ﹤0.01% 1594
2025
Q1 		$541K Sell
6,873
-375
-5% -$28.3K ﹤0.01% 1457
2024
Q4 		$563K Buy
7,248
+4,769
+192% +$397K ﹤0.01% 1365
2024
Q3 		$206K Buy
+2,479
New +$200K ﹤0.01% 1993

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $1.61T 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
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

Avantax Advisory Services's AWR Position: Q2 2025 in Review

Avantax Advisory Services reduced its American States Water (AWR) stake by 7% in Q2 2025, selling an estimated $37.6K and leaving 6,394 shares worth $490K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Avantax Advisory Services first reported a position in AWR in Q3 2024 and has held it in 4 quarters since. The position peaked at $563K in Q4 2024. 359 funds tracked by Wall St. Rank hold AWR as of Q2 2025.

  • Avantax Advisory Services held 6,394 shares of American States Water worth $490K as of Q2 2025.
  • Avantax Advisory Services sold 479 American States Water shares in Q2 2025, an estimated $37.6K.
  • American States Water made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1594 holding.
  • Avantax Advisory Services first reported a position in American States Water in Q3 2024 and has held it in 4 quarters since.
  • Avantax Advisory Services's American States Water position peaked at $563K in Q4 2024.
  • 359 funds tracked by Wall St. Rank held American States Water as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.