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Northwest Financial Advisors’s American States Water AWR Stock Holding History

Northwest Financial Advisors’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
2024
Q4 		– Sell
-400
Closed -$33.3K – 141
2024
Q3 		$33.3K Buy
+400
New +$32.3K 0.03% 269
2024
Q1 		– Sell
-400
Closed -$32.2K – 122
2023
Q4 		$32.2K Buy
+400
New +$32K 0.03% 256

Other funds holding AWR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Northwest Financial Advisors's AWR Position: Q4 2024 in Review

Northwest Financial Advisors sold out of American States Water (AWR) in Q4 2024, closing a stake of 400 shares — an estimated $33.3K sold.

Northwest Financial Advisors first reported a position in AWR in Q4 2023 and held it in 2 quarters. The position peaked at $33.3K in Q3 2024. 345 funds tracked by Wall St. Rank hold AWR as of Q4 2024.

  • Northwest Financial Advisors reported no remaining American States Water position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 400 American States Water shares in Q4 2024, an estimated $33.3K.
  • Northwest Financial Advisors first reported a position in American States Water in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's American States Water position peaked at $33.3K in Q3 2024.
  • 345 funds tracked by Wall St. Rank held American States Water as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.