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Kowal Investment Group’s American States Water AWR Stock Holding History

Kowal Investment Group’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
Q4 		– Sell
-36
Closed -$3K – 189
2021
Q3 		$3K Buy
+36
New +$3.17K ﹤0.01% 722

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
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Kowal Investment Group's AWR Position: Q4 2021 in Review

Kowal Investment Group sold out of American States Water (AWR) in Q4 2021, closing a stake of 36 shares — an estimated $3K sold.

Kowal Investment Group first reported a position in AWR in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 322 funds tracked by Wall St. Rank hold AWR as of Q4 2021.

  • Kowal Investment Group reported no remaining American States Water position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 36 American States Water shares in Q4 2021, an estimated $3K.
  • Kowal Investment Group first reported a position in American States Water in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's American States Water position peaked at $3K in Q3 2021.
  • 322 funds tracked by Wall St. Rank held American States Water as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.