Newbridge Financial Services Group’s American States Water AWR Stock Holding History

Newbridge Financial Services 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
2025 Q1	–	Sell	-102	Closed	-$7.89K	–	1051
2024 Q4	$7.89K	Buy	+102	New	+$8.49K	﹤0.01%	785
2023 Q1	–	Sell	-8	Closed	-$740	–	1418
2022 Q4	$740	Hold	8	–	–	﹤0.01%	1325
2022 Q3	$1K	Buy	+8	New	+$679	﹤0.01%	1268
2022 Q2	–	Sell	-33	Closed	-$3K	–	1363
2022 Q1	$3K	Buy	33 +6	+22%	+$535	﹤0.01%	1179
2021 Q4	$3K	Sell	27 -20	-43%	-$1.88K	﹤0.01%	1141
2021 Q3	$4K	Sell	47 -6	-11%	-$528	﹤0.01%	1042
2021 Q2	$4K	Hold	53	–	–	﹤0.01%	1147
2021 Q1	$4K	Buy	53 +7	+15%	+$539	﹤0.01%	1057
2020 Q4	$4K	Sell	46 -22	-32%	-$1.69K	﹤0.01%	873
2020 Q3	$5K	Buy	+68	New	+$5.22K	﹤0.01%	794

Other funds holding AWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Newbridge Financial Services Group's AWR Position: Q1 2025 in Review

Newbridge Financial Services Group sold out of American States Water (AWR) in Q1 2025, closing a stake of 102 shares — an estimated $7.89K sold.

Newbridge Financial Services Group first reported a position in AWR in Q3 2020 and held it in 10 quarters. The position peaked at $7.89K in Q4 2024. 356 funds tracked by Wall St. Rank hold AWR as of Q1 2025.

Newbridge Financial Services Group reported no remaining American States Water position as of Q1 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 102 American States Water shares in Q1 2025, an estimated $7.89K.
Newbridge Financial Services Group first reported a position in American States Water in Q3 2020 and held it in 10 quarters.
Newbridge Financial Services Group's American States Water position peaked at $7.89K in Q4 2024.
356 funds tracked by Wall St. Rank held American States Water as of Q1 2025.

Based on Newbridge Financial Services Group's 13F filing for Q1 2025, filed 15 May 2025.