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ORG Partners’s American States Water AWR Stock Holding History

ORG Partners’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
-290
Closed -$22.5K – 1418
2024
Q4 		$22.5K Hold
290
– – ﹤0.01% 715
2024
Q3 		$24.2K Sell
290
-289
-50% -$23.3K ﹤0.01% 640
2024
Q2 		$42.3K Buy
+579
New +$41.8K 0.01% 845
2024
Q1 		– Sell
-779
Closed -$62.6K – 583
2023
Q4 		$62.6K Hold
779
– – 0.01% 479
2023
Q3 		$61.3K Hold
779
– – 0.02% 497
2023
Q2 		$68.2K Buy
+779
New +$69.7K 0.01% 598

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State Street
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Neuberger Berman Group
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Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return