Cerity Partners
AWR icon

Cerity Partners’s American States Water AWR Stock Holding History

Cerity Partners’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
2026
Q1 		$2.23M Buy
29,437
+4,826
+20% +$356K ﹤0.01% 1430
2025
Q4 		$1.78M Buy
24,611
+9,830
+67% +$724K ﹤0.01% 1416
2025
Q3 		$1.08M Buy
14,781
+5,135
+53% +$382K ﹤0.01% 1562
2025
Q2 		$739K Buy
9,646
+1,432
+17% +$112K ﹤0.01% 1664
2025
Q1 		$646K Buy
8,214
+666
+9% +$50.2K ﹤0.01% 1633
2024
Q4 		$595K Sell
7,548
-378
-5% -$31.5K ﹤0.01% 1666
2024
Q3 		$660K Buy
7,926
+1,621
+26% +$131K ﹤0.01% 1620
2024
Q2 		$458K Sell
6,305
-79
-1% -$5.7K ﹤0.01% 1584
2024
Q1 		$461K Sell
6,384
-2,196
-26% -$164K ﹤0.01% 1632
2023
Q4 		$690K Buy
8,580
+606
+8% +$48.5K ﹤0.01% 1130
2023
Q3 		$627K Sell
7,974
-226
-3% -$19.3K ﹤0.01% 892
2023
Q2 		$713K Buy
8,200
+2,594
+46% +$232K ﹤0.01% 1042
2023
Q1 		$1.24M Buy
5,606
+218
+4% +$19.9K ﹤0.01% 894
2022
Q4 		$499K Buy
+5,388
New +$491K ﹤0.01% 953

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