Kula Investments’s American States Water AWR Stock Holding History

Kula Investments’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
2023 Q1	–	Sell	-2,305	Closed	-$213K	–	608
2022 Q4	$213K	Buy	+2,305	New	+$210K	0.06%	502

Other funds holding AWR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kula Investments's AWR Position: Q1 2023 in Review

Kula Investments sold out of American States Water (AWR) in Q1 2023, closing a stake of 2,305 shares — an estimated $213K sold.

Kula Investments first reported a position in AWR in Q4 2022 and held it in 1 quarter. The position peaked at $213K in Q4 2022. 320 funds tracked by Wall St. Rank hold AWR as of Q1 2023.

Kula Investments reported no remaining American States Water position as of Q1 2023 after selling out during the quarter.
Kula Investments sold 2,305 American States Water shares in Q1 2023, an estimated $213K.
Kula Investments first reported a position in American States Water in Q4 2022 and held it in 1 quarter.
Kula Investments's American States Water position peaked at $213K in Q4 2022.
320 funds tracked by Wall St. Rank held American States Water as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.