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Coppell Advisory Solutions’s American States Water AWR Stock Holding History

Coppell Advisory Solutions’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
-13
Closed -$1.01K – 452
2024
Q4 		$1.01K Sell
13
-274
-95% -$22.8K ﹤0.01% 1664
2024
Q3 		$23.7K Buy
287
+1
+0.3% +$81 ﹤0.01% 791
2024
Q2 		$20.7K Buy
+286
New +$20.6K ﹤0.01% 772
2023
Q4 		$6.59K Buy
+82
New +$6.56K ﹤0.01% 1041
2023
Q3 		– Sell
-13
Closed -$1.13K – 1228
2023
Q2 		$1.13K Buy
+13
New +$1.16K ﹤0.01% 1123

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return