JFS Wealth Advisors’s American States Water AWR Stock Holding History

JFS Wealth 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
2026 Q2	$2.15K	Buy	26 +7	+37%	+$543	﹤0.01%	1587
2026 Q1	$1.44K	Sell	19 -12	-39%	-$885	﹤0.01%	1591
2025 Q4	$2.25K	Buy	31 +12	+63%	+$883	﹤0.01%	1512
2025 Q3	$1.39K	Sell	19 -4	-17%	-$298	﹤0.01%	1529
2025 Q2	$1.76K	Buy	23 +7	+44%	+$549	﹤0.01%	1425
2025 Q1	$1.26K	Sell	16 -2	-11%	-$151	﹤0.01%	1603
2024 Q4	$1.4K	Hold	18	–	–	﹤0.01%	1603
2024 Q3	$1.5K	Buy	18 +1	+6%	+$81	﹤0.01%	1592
2024 Q2	$1.23K	Hold	17	–	–	﹤0.01%	1619
2024 Q1	$1.23K	Sell	17 -7	-29%	-$522	﹤0.01%	1602
2023 Q4	$1.93K	Hold	24	–	–	﹤0.01%	1455
2023 Q3	$1.89K	Hold	24	–	–	﹤0.01%	1381
2023 Q2	$2.09K	Sell	24 -1	-4%	-$90	﹤0.01%	1370
2023 Q1	$2.22K	Sell	25 -3	-11%	-$274	﹤0.01%	1321
2022 Q4	$2.59K	Buy	28 +2	+8%	+$182	﹤0.01%	1265
2022 Q3	$2K	Sell	26 -2	-7%	-$170	﹤0.01%	1278
2022 Q2	$2K	Buy	28 +12	+75%	+$965	﹤0.01%	1277
2022 Q1	$1K	Buy	16 +8	+100%	+$713	﹤0.01%	1571
2021 Q4	$1K	Buy	+8	New	+$753	﹤0.01%	1253

Other funds holding AWR

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return

Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return

Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return