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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 $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 $3.37T AUM 44.26% 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

Coppell Advisory Solutions's AWR Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of American States Water (AWR) in Q1 2025, closing a stake of 13 shares — an estimated $1.01K sold.

Coppell Advisory Solutions first reported a position in AWR in Q2 2023 and held it in 5 quarters. The position peaked at $23.7K in Q3 2024. 356 funds tracked by Wall St. Rank hold AWR as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining American States Water position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 13 American States Water shares in Q1 2025, an estimated $1.01K.
  • Coppell Advisory Solutions first reported a position in American States Water in Q2 2023 and held it in 5 quarters.
  • Coppell Advisory Solutions's American States Water position peaked at $23.7K in Q3 2024.
  • 356 funds tracked by Wall St. Rank held American States Water as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.