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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 – 1417
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

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

ORG Partners's AWR Position: Q1 2025 in Review

ORG Partners sold out of American States Water (AWR) in Q1 2025, closing a stake of 290 shares — an estimated $22.5K sold.

ORG Partners first reported a position in AWR in Q2 2023 and held it in 6 quarters. The position peaked at $68.2K in Q2 2023. 356 funds tracked by Wall St. Rank hold AWR as of Q1 2025.

  • ORG Partners reported no remaining American States Water position as of Q1 2025 after selling out during the quarter.
  • ORG Partners sold 290 American States Water shares in Q1 2025, an estimated $22.5K.
  • ORG Partners first reported a position in American States Water in Q2 2023 and held it in 6 quarters.
  • ORG Partners's American States Water position peaked at $68.2K in Q2 2023.
  • 356 funds tracked by Wall St. Rank held American States Water as of Q1 2025.

Based on ORG Partners's 13F filing for Q1 2025, filed 21 Apr 2025.