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CSat Investment Advisory’s American States Water AWR Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-174
Closed -$13K – 558
2020
Q3 		$13K Buy
174
+24
+16% +$1.84K ﹤0.01% 980
2020
Q2 		$12K Buy
+150
New +$12K ﹤0.01% 980

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
KBC Group
KBC Group Brussels, Belgium $46.3B AUM 43.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSat Investment Advisory's AWR Position: Q4 2020 in Review

CSat Investment Advisory sold out of American States Water (AWR) in Q4 2020, closing a stake of 174 shares — an estimated $13K sold.

CSat Investment Advisory first reported a position in AWR in Q2 2020 and held it in 2 quarters. The position peaked at $13K in Q3 2020. 300 funds tracked by Wall St. Rank hold AWR as of Q4 2020.

  • CSat Investment Advisory reported no remaining American States Water position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 174 American States Water shares in Q4 2020, an estimated $13K.
  • CSat Investment Advisory first reported a position in American States Water in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's American States Water position peaked at $13K in Q3 2020.
  • 300 funds tracked by Wall St. Rank held American States Water as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.