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Baron Silver Stevens Financial Advisors’s American States Water AWR Stock Holding History

Baron Silver Stevens Financial Advisors’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
2021
Q1 		– Sell
-6
Closed – – 80
2020
Q4 		$0 Buy
+6
New +$460 ﹤0.01% 493

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 $3.38T AUM 44.17% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's AWR Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of American States Water (AWR) in Q1 2021, closing a stake of 6 shares.

Baron Silver Stevens Financial Advisors first reported a position in AWR in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 285 funds tracked by Wall St. Rank hold AWR as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining American States Water position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 6 American States Water shares in Q1 2021.
  • Baron Silver Stevens Financial Advisors first reported a position in American States Water in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's American States Water position peaked at $0 in Q4 2020.
  • 285 funds tracked by Wall St. Rank held American States Water as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.