Smartleaf Asset Management’s American States Water AWR Stock Holding History

Smartleaf Asset 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
2026 Q1	$113K	Sell	1,471 -1,941	-57%	-$143K	﹤0.01%	1049
2025 Q4	$249K	Buy	3,412 +683	+25%	+$50.3K	0.01%	711
2025 Q3	$196K	Buy	2,729 +166	+6%	+$12.4K	0.01%	739
2025 Q2	$196K	Buy	2,563 +150	+6%	+$11.8K	0.02%	586
2025 Q1	$187K	Buy	2,413 +925	+62%	+$69.7K	0.02%	595
2024 Q4	$116K	Buy	1,488 +1,235	+488%	+$103K	0.01%	778
2024 Q3	$20.9K	Buy	253 +49	+24%	+$3.95K	﹤0.01%	1318
2024 Q2	$14.7K	Buy	204 +193	+1,755%	+$13.9K	﹤0.01%	1190
2024 Q1	$792	Hold	11	–	–	﹤0.01%	1665
2023 Q4	$0	Buy	+11	New	+$880	﹤0.01%	1126

Other funds holding AWR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Neuberger Berman Group

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return