FCBT
AWR icon

First Citizens Bank & Trust’s American States Water AWR Stock Holding History

First Citizens Bank & Trust’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
2026
Q2 		$279K Sell
3,382
-1,951
-37% -$151K ﹤0.01% 577
2026
Q1 		$403K Buy
5,333
+2
+0% +$147 0.01% 481
2025
Q4 		$386K Buy
5,331
+1,730
+48% +$127K 0.01% 494
2025
Q3 		$264K Sell
3,601
-209
-5% -$15.6K 0.01% 561
2025
Q2 		$292K Buy
+3,810
New +$299K 0.01% 539
2020
Q4 		– Sell
-2,754
Closed -$206K – 372
2020
Q3 		$206K Sell
2,754
-225
-8% -$17.3K 0.01% 336
2020
Q2 		$234K Buy
2,979
+501
+20% +$39.9K 0.02% 312
2020
Q1 		$203K Buy
+2,478
New +$213K 0.02% 284

Other funds holding AWR

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return