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Brooklyn Investment Group’s American States Water AWR Stock Holding History

Brooklyn Investment Group’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
-8
Closed -$614 – 847
2025
Q2 		$614 Sell
8
-30
-79% -$2.35K ﹤0.01% 3047
2025
Q1 		$2.99K Buy
38
+15
+65% +$1.13K ﹤0.01% 2014
2024
Q4 		$1.79K Buy
+23
New +$1.92K ﹤0.01% 1493

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
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brooklyn Investment Group's AWR Position: Q3 2025 in Review

Brooklyn Investment Group sold out of American States Water (AWR) in Q3 2025, closing a stake of 8 shares — an estimated $614 sold.

Brooklyn Investment Group first reported a position in AWR in Q4 2024 and held it in 3 quarters. The position peaked at $2.99K in Q1 2025. 368 funds tracked by Wall St. Rank hold AWR as of Q3 2025.

  • Brooklyn Investment Group reported no remaining American States Water position as of Q3 2025 after selling out during the quarter.
  • Brooklyn Investment Group sold 8 American States Water shares in Q3 2025, an estimated $614.
  • Brooklyn Investment Group first reported a position in American States Water in Q4 2024 and held it in 3 quarters.
  • Brooklyn Investment Group's American States Water position peaked at $2.99K in Q1 2025.
  • 368 funds tracked by Wall St. Rank held American States Water as of Q3 2025.

Based on Brooklyn Investment Group's 13F filing for Q3 2025, filed 14 Nov 2025.