Oak Hill Wealth Advisors’s American States Water AWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-2,800
Closed -$233K 148
2024
Q3
$233K Buy
+2,800
New +$226K 0.06% 107
2024
Q2
Sell
-3,400
Closed -$246K 129
2024
Q1
$246K Buy
+3,400
New +$253K 0.08% 99

Other funds holding AWR

Oak Hill Wealth Advisors's AWR Position: Q3 2025 in Review

Oak Hill Wealth Advisors held its American States Water (AWR) position steady in Q3 2025 at 2,800 shares worth $205K. The position accounts for 0.04% of the portfolio, ranked #144.

Oak Hill Wealth Advisors first reported a position in AWR in Q4 2022 and has held it in 10 quarters since. The position peaked at $315K in Q4 2022. 367 funds tracked by Wall St. Rank hold AWR as of Q3 2025.

  • Oak Hill Wealth Advisors held 2,800 shares of American States Water worth $205K as of Q3 2025.
  • Oak Hill Wealth Advisors left its American States Water share count unchanged in Q3 2025.
  • American States Water made up 0.04% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #144 holding.
  • Oak Hill Wealth Advisors first reported a position in American States Water in Q4 2022 and has held it in 10 quarters since.
  • Oak Hill Wealth Advisors's American States Water position peaked at $315K in Q4 2022.
  • 367 funds tracked by Wall St. Rank held American States Water as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.