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Kingsview Wealth Management’s American States Water AWR Stock Holding History

Kingsview Wealth 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
2022
Q2 		– Sell
-3,097
Closed -$276K – 814
2022
Q1 		$276K Buy
3,097
+1,002
+48% +$89.3K 0.01% 726
2021
Q4 		$217K Buy
+2,095
New +$197K 0.01% 839
2020
Q3 		– Sell
-5,952
Closed -$468K – 644
2020
Q2 		$468K Buy
+5,952
New +$474K 0.05% 338

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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Kingsview Wealth Management's AWR Position: Q2 2022 in Review

Kingsview Wealth Management sold out of American States Water (AWR) in Q2 2022, closing a stake of 3,097 shares — an estimated $276K sold.

Kingsview Wealth Management first reported a position in AWR in Q2 2020 and held it in 3 quarters. The position peaked at $468K in Q2 2020. 318 funds tracked by Wall St. Rank hold AWR as of Q2 2022.

  • Kingsview Wealth Management reported no remaining American States Water position as of Q2 2022 after selling out during the quarter.
  • Kingsview Wealth Management sold 3,097 American States Water shares in Q2 2022, an estimated $276K.
  • Kingsview Wealth Management first reported a position in American States Water in Q2 2020 and held it in 3 quarters.
  • Kingsview Wealth Management's American States Water position peaked at $468K in Q2 2020.
  • 318 funds tracked by Wall St. Rank held American States Water as of Q2 2022.

Based on Kingsview Wealth Management's 13F filing for Q2 2022, filed 16 Aug 2022.