IWP
AWR icon

IAG Wealth Partners’s American States Water AWR Stock Holding History

IAG Wealth Partners’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 		– Sell
-17
Closed -$2K – 359
2020
Q2 		$2K Hold
17
– – ﹤0.01% 335
2020
Q1 		$2K Hold
17
– – ﹤0.01% 319
2019
Q4 		$2K Buy
+17
New +$1.51K ﹤0.01% 356

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
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

IAG Wealth Partners's AWR Position: Q3 2020 in Review

IAG Wealth Partners sold out of American States Water (AWR) in Q3 2020, closing a stake of 17 shares — an estimated $2K sold.

IAG Wealth Partners first reported a position in AWR in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2020. 319 funds tracked by Wall St. Rank hold AWR as of Q3 2020.

  • IAG Wealth Partners reported no remaining American States Water position as of Q3 2020 after selling out during the quarter.
  • IAG Wealth Partners sold 17 American States Water shares in Q3 2020, an estimated $2K.
  • IAG Wealth Partners first reported a position in American States Water in Q4 2019 and held it in 3 quarters.
  • IAG Wealth Partners's American States Water position peaked at $2K in Q2 2020.
  • 319 funds tracked by Wall St. Rank held American States Water as of Q3 2020.

Based on IAG Wealth Partners's 13F filing for Q3 2020, filed 11 Feb 2021.