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Jaffetilchin Investment Partners’s American States Water AWR Stock Holding History

Jaffetilchin Investment 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
2024
Q4 		– Sell
-200
Closed -$16.7K – 448
2024
Q3 		$16.7K Buy
+200
New +$16.1K ﹤0.01% 804

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State Street
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Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jaffetilchin Investment Partners's AWR Position: Q4 2024 in Review

Jaffetilchin Investment Partners sold out of American States Water (AWR) in Q4 2024, closing a stake of 200 shares — an estimated $16.7K sold.

Jaffetilchin Investment Partners first reported a position in AWR in Q3 2024 and held it in 1 quarter. The position peaked at $16.7K in Q3 2024. 345 funds tracked by Wall St. Rank hold AWR as of Q4 2024.

  • Jaffetilchin Investment Partners reported no remaining American States Water position as of Q4 2024 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 200 American States Water shares in Q4 2024, an estimated $16.7K.
  • Jaffetilchin Investment Partners first reported a position in American States Water in Q3 2024 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's American States Water position peaked at $16.7K in Q3 2024.
  • 345 funds tracked by Wall St. Rank held American States Water as of Q4 2024.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2024, filed 13 Feb 2025.