CIBC Private Wealth Group
AWR icon

CIBC Private Wealth Group’s American States Water AWR Stock Holding History

CIBC Private Wealth 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
Q4 		$60.3K Buy
832
+53
+7% +$3.9K ﹤0.01% 1708
2025
Q3 		$57.1K Sell
779
-21
-3% -$1.56K ﹤0.01% 1735
2025
Q2 		$61.4K Buy
800
+550
+220% +$43.2K ﹤0.01% 1584
2025
Q1 		$18.8K Hold
250
– – ﹤0.01% 2016
2024
Q4 		$18.2K Sell
250
-300
-55% -$25K ﹤0.01% 2091
2024
Q3 		$45.8K Hold
550
– – ﹤0.01% 1809
2024
Q2 		$39.8K Hold
550
– – ﹤0.01% 1766
2024
Q1 		$39.4K Buy
+550
New +$41K ﹤0.01% 1768

Other funds holding AWR

BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return