GFPC
AWR icon

Global Financial Private Client’s American States Water AWR Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-6
Closed -$472 – 343
2025
Q1 		$472 Buy
6
+4
+200% +$301 ﹤0.01% 1296
2024
Q4 		$155 Buy
+2
New +$167 ﹤0.01% 1362

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Global Financial Private Client's AWR Position: Q2 2025 in Review

Global Financial Private Client sold out of American States Water (AWR) in Q2 2025, closing a stake of 6 shares — an estimated $472 sold.

Global Financial Private Client first reported a position in AWR in Q4 2024 and held it in 2 quarters. The position peaked at $472 in Q1 2025. 360 funds tracked by Wall St. Rank hold AWR as of Q2 2025.

  • Global Financial Private Client reported no remaining American States Water position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 6 American States Water shares in Q2 2025, an estimated $472.
  • Global Financial Private Client first reported a position in American States Water in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's American States Water position peaked at $472 in Q1 2025.
  • 360 funds tracked by Wall St. Rank held American States Water as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.