MPWT
AWR icon

MassMutual Private Wealth & Trust’s American States Water AWR Stock Holding History

MassMutual Private Wealth & Trust’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 		$4.96K Sell
60
-17
-22% -$1.32K ﹤0.01% 1686
2026
Q1 		$5.82K Sell
77
-36
-32% -$2.65K ﹤0.01% 1608
2025
Q4 		$8.19K Sell
113
-6
-5% -$442 ﹤0.01% 1475
2025
Q3 		$8.72K Buy
119
+47
+65% +$3.5K ﹤0.01% 1452
2025
Q2 		$5.52K Sell
72
-13
-15% -$1.02K ﹤0.01% 1600
2025
Q1 		$6.69K Buy
85
+1
+1% +$75 ﹤0.01% 1465
2024
Q4 		$6.53K Hold
84
– – ﹤0.01% 1428
2024
Q3 		$7K Buy
84
+5
+6% +$403 ﹤0.01% 1253
2024
Q2 		$5.73K Buy
79
+71
+888% +$5.12K ﹤0.01% 1272
2024
Q1 		$578 Sell
8
-21
-72% -$1.57K ﹤0.01% 1839
2023
Q4 		$2.33K Hold
29
– – ﹤0.01% 1455
2023
Q3 		$2.28K Sell
29
-13
-31% -$1.11K ﹤0.01% 1468
2023
Q2 		$3.65K Buy
42
+13
+45% +$1.16K ﹤0.01% 1303
2023
Q1 		$2.58K Sell
29
-17
-37% -$1.55K ﹤0.01% 1340
2022
Q4 		$4K Sell
46
-1
-2% -$91 ﹤0.01% 1037
2022
Q3 		$4K Buy
47
+39
+488% +$3.31K ﹤0.01% 987
2022
Q2 		$1K Sell
8
-16
-67% -$1.29K ﹤0.01% 1259
2022
Q1 		$2K Buy
+24
New +$2.14K ﹤0.01% 1120

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
HWA
HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
FIM
Fruth Investment Management Houston, Texas $421M AUM 35.14% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $396M AUM 34.86% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return