Inspire Advisors’s American States Water AWR Stock Holding History

Inspire Advisors’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
2021 Q1	–	Sell	-127	Closed	-$10K	–	141
2020 Q4	$10K	Buy	+127	New	+$9.73K	﹤0.01%	517

Other funds holding AWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.87B AUM 31.21% 1-Year Est. Return

Inspire Advisors's AWR Position: Q1 2021 in Review

Inspire Advisors sold out of American States Water (AWR) in Q1 2021, closing a stake of 127 shares — an estimated $10K sold.

Inspire Advisors first reported a position in AWR in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 285 funds tracked by Wall St. Rank hold AWR as of Q1 2021.

Inspire Advisors reported no remaining American States Water position as of Q1 2021 after selling out during the quarter.
Inspire Advisors sold 127 American States Water shares in Q1 2021, an estimated $10K.
Inspire Advisors first reported a position in American States Water in Q4 2020 and held it in 1 quarter.
Inspire Advisors's American States Water position peaked at $10K in Q4 2020.
285 funds tracked by Wall St. Rank held American States Water as of Q1 2021.

Based on Inspire Advisors's 13F filing for Q1 2021, filed 30 Apr 2021.