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Elmwood Wealth Management’s American States Water AWR Stock Holding History

Elmwood Wealth Management’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
Q3 		$0 Hold
4
– – ﹤0.01% 254
2020
Q2 		$0 Buy
+4
New +$319 ﹤0.01% 258

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
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 $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Elmwood Wealth Management's AWR Position: Q3 2020 in Review

Elmwood Wealth Management held its American States Water (AWR) position steady in Q3 2020 at 4 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #254.

Elmwood Wealth Management first reported a position in AWR in Q2 2020 and has held it in 2 quarters since. 319 funds tracked by Wall St. Rank hold AWR as of Q3 2020.

  • Elmwood Wealth Management held 4 shares of American States Water worth $0 as of Q3 2020.
  • Elmwood Wealth Management left its American States Water share count unchanged in Q3 2020.
  • American States Water made up ﹤0.01% of Elmwood Wealth Management's portfolio in Q3 2020, its #254 holding.
  • Elmwood Wealth Management first reported a position in American States Water in Q2 2020 and has held it in 2 quarters since.
  • 319 funds tracked by Wall St. Rank held American States Water as of Q3 2020.

Based on Elmwood Wealth Management's 13F filing for Q3 2020, filed 12 Nov 2020.