Marshall Wace
AWR icon

Marshall Wace’s American States Water AWR Stock Holding History

Marshall Wace’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
Q1 		$5.69M Buy
+75,202
New +$5.54M 0.01% 1238
2023
Q3 		– Sell
-21,759
Closed -$1.89M – 2196
2023
Q2 		$1.89M Buy
+21,759
New +$1.95M ﹤0.01% 1433
2021
Q2 		– Sell
-21,226
Closed -$1.6M – 2648
2021
Q1 		$1.6M Buy
+21,226
New +$1.63M 0.01% 1429
2020
Q4 		– Sell
-3,209
Closed -$241K – 1873
2020
Q3 		$241K Buy
+3,209
New +$246K ﹤0.01% 1417
2020
Q2 		– Sell
-1,939
Closed -$158K – 1540
2020
Q1 		$158K Buy
+1,939
New +$166K ﹤0.01% 1228

Other funds holding AWR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return