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CFS Investment Advisory Services’s American States Water AWR Stock Holding History

CFS Investment 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
Q1 		– Sell
-2,683
Closed -$209K – 308
2024
Q4 		$209K Buy
2,683
+28
+1% +$2.33K 0.02% 287
2024
Q3 		$221K Buy
+2,655
New +$214K 0.02% 284

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
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

CFS Investment Advisory Services's AWR Position: Q1 2025 in Review

CFS Investment Advisory Services sold out of American States Water (AWR) in Q1 2025, closing a stake of 2,683 shares — an estimated $209K sold.

CFS Investment Advisory Services first reported a position in AWR in Q3 2024 and held it in 2 quarters. The position peaked at $221K in Q3 2024. 356 funds tracked by Wall St. Rank hold AWR as of Q1 2025.

  • CFS Investment Advisory Services reported no remaining American States Water position as of Q1 2025 after selling out during the quarter.
  • CFS Investment Advisory Services sold 2,683 American States Water shares in Q1 2025, an estimated $209K.
  • CFS Investment Advisory Services first reported a position in American States Water in Q3 2024 and held it in 2 quarters.
  • CFS Investment Advisory Services's American States Water position peaked at $221K in Q3 2024.
  • 356 funds tracked by Wall St. Rank held American States Water as of Q1 2025.

Based on CFS Investment Advisory Services's 13F filing for Q1 2025, filed 12 May 2025.