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Golden State Wealth Management’s American States Water AWR Stock Holding History

Golden State 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
2026
Q1 		$28.7K Sell
380
-13
-3% -$958 ﹤0.01% 825
2025
Q4 		$28.5K Hold
393
– – ﹤0.01% 835
2025
Q3 		$28.8K Hold
393
– – ﹤0.01% 822
2025
Q2 		$30.1K Buy
393
+13
+3% +$1.02K ﹤0.01% 773
2025
Q1 		$29.9K Hold
380
– – ﹤0.01% 706
2024
Q4 		$29.5K Buy
+380
New +$31.6K ﹤0.01% 677
2020
Q2 		– Sell
-954
Closed -$78K – 254
2020
Q1 		$78K Buy
+954
New +$81.8K 0.03% 288
2019
Q4 		– Sell
-574
Closed -$52K – 120
2019
Q3 		$52K Hold
574
– – 0.02% 417
2019
Q2 		$43K Hold
574
– – 0.01% 486
2019
Q1 		$41K Buy
+574
New +$39.3K 0.01% 493

Other funds holding AWR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return