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Resource Management’s American States Water AWR Stock Holding History

Resource 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
Q4 		$231K Buy
+2,230
New +$210K 0.02% 172
2019
Q4 		– Sell
-2,230
Closed -$200K – 152
2019
Q3 		$200K Buy
+2,230
New +$187K 0.03% 137

Other funds holding AWR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Resource Management's AWR Position: Q4 2021 in Review

Resource Management opened a new position in American States Water (AWR) in Q4 2021: 2,230 shares worth $231K. The stake represents 0.02% of the portfolio and ranks #172 among its holdings. This is a return to the name: Resource Management previously reported a position in AWR as recently as Q3 2019.

Resource Management first reported a position in AWR in Q3 2019 and has held it in 2 quarters since. 322 funds tracked by Wall St. Rank hold AWR as of Q4 2021.

  • Resource Management held 2,230 shares of American States Water worth $231K as of Q4 2021.
  • American States Water was a new Resource Management position in Q4 2021.
  • American States Water made up 0.02% of Resource Management's portfolio in Q4 2021, its #172 holding.
  • Resource Management first reported a position in American States Water in Q3 2019 and has held it in 2 quarters since.
  • 322 funds tracked by Wall St. Rank held American States Water as of Q4 2021.

Based on Resource Management's 13F filing for Q4 2021, filed 14 Feb 2022.