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Praetorian Wealth Management’s American States Water AWR Stock Holding History

Praetorian Wealth Management’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
2021
Q2 		– Sell
-6,843
Closed -$517K – 65
2021
Q1 		$517K Sell
6,843
-700
-9% -$53.9K 0.18% 44
2020
Q4 		$599K Hold
7,543
– – 0.23% 39
2020
Q3 		$565K Hold
7,543
– – 0.25% 37
2020
Q2 		$593K Buy
+7,543
New +$601K 0.29% 35

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 $3.37T AUM 44.26% 1-Year Est. Return
PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Praetorian Wealth Management's AWR Position: Q2 2021 in Review

Praetorian Wealth Management sold out of American States Water (AWR) in Q2 2021, closing a stake of 6,843 shares — an estimated $517K sold.

Praetorian Wealth Management first reported a position in AWR in Q2 2020 and held it in 4 quarters. The position peaked at $599K in Q4 2020. 284 funds tracked by Wall St. Rank hold AWR as of Q2 2021.

  • Praetorian Wealth Management reported no remaining American States Water position as of Q2 2021 after selling out during the quarter.
  • Praetorian Wealth Management sold 6,843 American States Water shares in Q2 2021, an estimated $517K.
  • Praetorian Wealth Management first reported a position in American States Water in Q2 2020 and held it in 4 quarters.
  • Praetorian Wealth Management's American States Water position peaked at $599K in Q4 2020.
  • 284 funds tracked by Wall St. Rank held American States Water as of Q2 2021.

Based on Praetorian Wealth Management's 13F filing for Q2 2021, filed 15 Jul 2021.