Rede Wealth’s American States Water AWR Stock Holding History

Rede Wealth’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
2022 Q1	–	Sell	-2,000	Closed	-$207K	–	107
2021 Q4	$207K	Buy	+2,000	New	+$188K	0.1%	103

Other funds holding AWR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Rede Wealth's AWR Position: Q1 2022 in Review

Rede Wealth sold out of American States Water (AWR) in Q1 2022, closing a stake of 2,000 shares — an estimated $207K sold.

Rede Wealth first reported a position in AWR in Q4 2021 and held it in 1 quarter. The position peaked at $207K in Q4 2021. 330 funds tracked by Wall St. Rank hold AWR as of Q1 2022.

Rede Wealth reported no remaining American States Water position as of Q1 2022 after selling out during the quarter.
Rede Wealth sold 2,000 American States Water shares in Q1 2022, an estimated $207K.
Rede Wealth first reported a position in American States Water in Q4 2021 and held it in 1 quarter.
Rede Wealth's American States Water position peaked at $207K in Q4 2021.
330 funds tracked by Wall St. Rank held American States Water as of Q1 2022.

Based on Rede Wealth's 13F filing for Q1 2022, filed 18 Apr 2022.