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Dixon Hughes Goodman Wealth Advisors’s American States Water AWR Stock Holding History

Dixon Hughes Goodman Wealth Advisors’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
2022
Q1 		$372K Buy
4,176
+100
+2% +$8.91K 0.11% 118
2021
Q4 		$422K Buy
+4,076
New +$384K 0.14% 90

Other funds holding AWR

BlackRock
BlackRock New York $5.72T 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's AWR Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors increased its American States Water (AWR) stake by 2.5% in Q1 2022, buying an estimated $8.91K and bringing the position to 4,176 shares worth $372K. The position accounts for 0.11% of the portfolio, ranked #118.

Dixon Hughes Goodman Wealth Advisors first reported a position in AWR in Q4 2021 and has held it in 2 quarters since. The position peaked at $422K in Q4 2021. 329 funds tracked by Wall St. Rank hold AWR as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors held 4,176 shares of American States Water worth $372K as of Q1 2022.
  • Dixon Hughes Goodman Wealth Advisors bought 100 American States Water shares in Q1 2022, an estimated $8.91K.
  • American States Water made up 0.11% of Dixon Hughes Goodman Wealth Advisors's portfolio in Q1 2022, its #118 holding.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in American States Water in Q4 2021 and has held it in 2 quarters since.
  • Dixon Hughes Goodman Wealth Advisors's American States Water position peaked at $422K in Q4 2021.
  • 329 funds tracked by Wall St. Rank held American States Water as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.