MWM
AWR icon

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

Modera 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
2026
Q1 		$219K Buy
+2,895
New +$213K ﹤0.01% 595
2024
Q4 		– Sell
-2,499
Closed -$208K – 616
2024
Q3 		$208K Buy
+2,499
New +$202K ﹤0.01% 578
2023
Q3 		– Sell
-2,495
Closed -$217K – 550
2023
Q2 		$217K Hold
2,495
– – ﹤0.01% 515
2023
Q1 		$222K Sell
2,495
-1,024
-29% -$93.6K 0.01% 323
2022
Q4 		$326K Hold
3,519
– – 0.01% 270
2022
Q3 		$274K Hold
3,519
– – 0.01% 258
2022
Q2 		$287K Buy
3,519
+577
+20% +$46.4K 0.01% 262
2022
Q1 		$262K Sell
2,942
-626
-18% -$55.8K 0.01% 306
2021
Q4 		$369K Buy
+3,568
New +$336K 0.01% 348

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