Sutton Wealth Advisors’s American States Water AWR Stock Holding History

Sutton Wealth Advisors’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
2023 Q1	–	Sell	-859	Closed	-$79.5K	–	874
2022 Q4	$79.5K	Hold	859	–	–	0.03%	287
2022 Q3	$67K	Hold	859	–	–	0.03%	319
2022 Q2	$70K	Buy	859 +159	+23%	+$12.8K	0.03%	301
2022 Q1	$62.3K	Sell	700 -7	-1%	-$624	0.02%	344
2021 Q4	$73.1K	Buy	707 +9	+1%	+$848	0.02%	318
2021 Q3	$59.7K	Hold	698	–	–	0.02%	355
2021 Q2	$55.5K	Buy	698 +81	+13%	+$6.44K	0.02%	382
2021 Q1	$46.7K	Hold	617	–	–	0.02%	410
2020 Q4	$49.1K	Hold	617	–	–	0.02%	354
2020 Q3	$46.2K	Hold	617	–	–	0.02%	320
2020 Q2	$48.5K	Hold	617	–	–	0.03%	306
2020 Q1	$50.4K	Hold	617	–	–	0.03%	268
2019 Q4	$53.5K	Hold	617	–	–	0.03%	292
2019 Q3	$55.4K	Hold	617	–	–	0.03%	278
2019 Q2	$46.4K	Hold	617	–	–	0.03%	322
2019 Q1	$44K	Hold	617	–	–	0.03%	329
2018 Q4	$41.4K	Hold	617	–	–	0.03%	308
2018 Q3	$37.7K	Hold	617	–	–	0.02%	357
2018 Q2	$35.3K	Hold	617	–	–	0.02%	385
2018 Q1	$32.7K	Hold	617	–	–	0.02%	389
2017 Q4	$35.7K	Hold	617	–	–	0.03%	364
2017 Q3	$30.4K	Hold	617	–	–	0.02%	401
2017 Q2	$29.3K	Hold	617	–	–	0.02%	407
2017 Q1	$27.3K	Hold	617	–	–	0.02%	396
2016 Q4	$28.1K	Hold	617	–	–	0.03%	388
2016 Q3	$24.7K	Sell	617 -22	-3%	-$910	0.02%	401
2016 Q2	$28K	Hold	639	–	–	0.03%	349
2016 Q1	$25.2K	Buy	+639	New	+$27.1K	0.02%	379

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

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sutton Wealth Advisors's AWR Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of American States Water (AWR) in Q1 2023, closing a stake of 859 shares — an estimated $79.5K sold.

Sutton Wealth Advisors first reported a position in AWR in Q1 2016 and held it in 28 quarters. The position peaked at $79.5K in Q4 2022. 319 funds tracked by Wall St. Rank hold AWR as of Q1 2023.

Sutton Wealth Advisors reported no remaining American States Water position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 859 American States Water shares in Q1 2023, an estimated $79.5K.
Sutton Wealth Advisors first reported a position in American States Water in Q1 2016 and held it in 28 quarters.
Sutton Wealth Advisors's American States Water position peaked at $79.5K in Q4 2022.
319 funds tracked by Wall St. Rank held American States Water as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.