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Institutional & Family Asset Management’s American States Water AWR Stock Holding History

Institutional & Family Asset 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
2021
Q1 		– Sell
-15
Closed -$1K – 931
2020
Q4 		$1K Sell
15
-10
-40% -$766 ﹤0.01% 819
2020
Q3 		$2K Sell
25
-55
-69% -$4.22K ﹤0.01% 674
2020
Q2 		$6K Buy
+80
New +$6.38K ﹤0.01% 547

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
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

Institutional & Family Asset Management's AWR Position: Q1 2021 in Review

Institutional & Family Asset Management sold out of American States Water (AWR) in Q1 2021, closing a stake of 15 shares — an estimated $1K sold.

Institutional & Family Asset Management first reported a position in AWR in Q2 2020 and held it in 3 quarters. The position peaked at $6K in Q2 2020. 285 funds tracked by Wall St. Rank hold AWR as of Q1 2021.

  • Institutional & Family Asset Management reported no remaining American States Water position as of Q1 2021 after selling out during the quarter.
  • Institutional & Family Asset Management sold 15 American States Water shares in Q1 2021, an estimated $1K.
  • Institutional & Family Asset Management first reported a position in American States Water in Q2 2020 and held it in 3 quarters.
  • Institutional & Family Asset Management's American States Water position peaked at $6K in Q2 2020.
  • 285 funds tracked by Wall St. Rank held American States Water as of Q1 2021.

Based on Institutional & Family Asset Management's 13F filing for Q1 2021, filed 6 May 2021.