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CIBC World Markets’s American States Water AWR Stock Holding History

CIBC World Markets’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
Q2 		$366K Sell
4,769
-3,629
-43% -$285K ﹤0.01% 1011
2025
Q1 		$661K Buy
8,398
+4,910
+141% +$370K 0.01% 870
2024
Q4 		$271K Buy
+3,488
New +$290K ﹤0.01% 978

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
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

CIBC World Markets's AWR Position: Q2 2025 in Review

CIBC World Markets reduced its American States Water (AWR) stake by 43% in Q2 2025, selling an estimated $285K and leaving 4,769 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

CIBC World Markets first reported a position in AWR in Q4 2024 and has held it in 3 quarters since. The position peaked at $661K in Q1 2025. 360 funds tracked by Wall St. Rank hold AWR as of Q2 2025.

  • CIBC World Markets held 4,769 shares of American States Water worth $366K as of Q2 2025.
  • CIBC World Markets sold 3,629 American States Water shares in Q2 2025, an estimated $285K.
  • American States Water made up ﹤0.01% of CIBC World Markets's portfolio in Q2 2025, its #1011 holding.
  • CIBC World Markets first reported a position in American States Water in Q4 2024 and has held it in 3 quarters since.
  • CIBC World Markets's American States Water position peaked at $661K in Q1 2025.
  • 360 funds tracked by Wall St. Rank held American States Water as of Q2 2025.

Based on CIBC World Markets's 13F filing for Q2 2025, filed 14 Aug 2025.