Simplex Trading’s American States Water AWR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$68.1K Buy
900
+500
+125% +$36.9K ﹤0.01% 5520
2025
Q4
$29K Buy
400
+200
+100% +$14.7K ﹤0.01% 6135
2025
Q3
$14K Buy
+200
New +$14.9K ﹤0.01% 7620
2024
Q4
Sell
-100
Closed -$8K 8483
2024
Q3
$8K Sell
100
-1,000
-91% -$80.7K ﹤0.01% 7302
2024
Q2
$79K Hold
1,100
﹤0.01% 5609
2024
Q1
$79K Buy
1,100
+900
+450% +$67.1K ﹤0.01% 5823
2023
Q4
$16K Sell
200
-1,000
-83% -$80K ﹤0.01% 7072
2023
Q3
$94K Buy
1,200
+1,000
+500% +$85.2K ﹤0.01% 5150
2023
Q2
$17K Buy
+200
New +$17.9K ﹤0.01% 6914
2023
Q1
Sell
-1,000
Closed -$92K 8988
2022
Q4
$92K Buy
+1,000
New +$91.1K ﹤0.01% 5179
2022
Q3
Sell
-300
Closed -$24K 9867
2022
Q2
$24K Buy
+300
New +$24.1K ﹤0.01% 7378
2021
Q4
Sell
-2,100
Closed -$168K 10443
2021
Q3
$168K Hold
2,100
﹤0.01% 5865
2021
Q2
$167K Buy
2,100
+2,043
+3,584% +$162K ﹤0.01% 5982
2021
Q1
$431K Buy
+57
New +$4.39K ﹤0.01% 3585
2020
Q3
Sell
-20
Closed -$157K 7763
2020
Q2
$157K Sell
20
-19
-49% -$1.51K ﹤0.01% 4277
2020
Q1
$318K Buy
39
+29
+290% +$2.49K ﹤0.01% 3085
2019
Q4
$86K Sell
10
-12
-55% -$1.06K ﹤0.01% 4662
2019
Q3
$197K Sell
22
-60
-73% -$5.04K ﹤0.01% 3573
2019
Q2
$616K Buy
82
+29
+55% +$2.09K ﹤0.01% 2379
2019
Q1
$377K Buy
53
+49
+1,225% +$3.36K ﹤0.01% 2952
2018
Q4
$26K Buy
+4
New +$257 ﹤0.01% 5119
2018
Q3
Sell
-1
Closed -$5K 7383
2018
Q2
$5K Sell
1
-15
-94% -$832 ﹤0.01% 6685
2018
Q1
$5K Sell
16
-3
-16% -$162 ﹤0.01% 4591
2017
Q4
$3K Buy
19
+5
+36% +$274 ﹤0.01% 4846
2017
Q3
$2K Sell
14
-5
-26% -$247 ﹤0.01% 5001
2017
Q2
$7K Buy
+19
New +$873 ﹤0.01% 4255
2016
Q4
Sell
-16
Closed -$2K 5808
2016
Q3
$2K Buy
+16
New +$662 ﹤0.01% 4882
2016
Q2
Sell
-31
Closed -$7K 5791
2016
Q1
$7K Sell
31
-12
-28% -$508 ﹤0.01% 3775
2015
Q4
$4K Buy
+43
New +$1.78K ﹤0.01% 3987

Other funds holding AWR

Simplex Trading's AWR Position: Q1 2026 in Review

Simplex Trading opened a new position in American States Water (AWR) in Q1 2026: 3,081 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #4126 among its holdings. This is a return to the name: Simplex Trading previously reported a position in AWR as recently as Q3 2025.

Simplex Trading first reported a position in AWR in Q1 2016 and has held it in 18 quarters since. 375 funds tracked by Wall St. Rank hold AWR as of Q1 2026.

  • Simplex Trading held 3,081 shares of American States Water worth $233K as of Q1 2026.
  • American States Water was a new Simplex Trading position in Q1 2026.
  • American States Water made up ﹤0.01% of Simplex Trading's portfolio in Q1 2026, its #4126 holding.
  • Simplex Trading first reported a position in American States Water in Q1 2016 and has held it in 18 quarters since.
  • 375 funds tracked by Wall St. Rank held American States Water as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.