HWM
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Hemington Wealth Management’s American States Water AWR Stock Holding History

Hemington 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
2025
Q3 		$16K Sell
220
-8
-4% -$595 ﹤0.01% 711
2025
Q2 		$17K Buy
228
+7
+3% +$549 ﹤0.01% 672
2025
Q1 		$17K Buy
221
+13
+6% +$979 ﹤0.01% 617
2024
Q4 		$16K Buy
208
+9
+5% +$749 ﹤0.01% 609
2024
Q3 		$16K Buy
+199
New +$16.1K ﹤0.01% 568

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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
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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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return