SVB Wealth’s American States Water AWR Stock Holding History

SVB 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
2025 Q2	–	Sell	-77	Closed	-$6.06K	–	592
2025 Q1	$6.06K	Buy	+77	New	+$5.8K	﹤0.01%	985

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 $3.38T AUM 44.17% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

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

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

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

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

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

SVB Wealth's AWR Position: Q2 2025 in Review

SVB Wealth sold out of American States Water (AWR) in Q2 2025, closing a stake of 77 shares — an estimated $6.06K sold.

SVB Wealth first reported a position in AWR in Q1 2025 and held it in 1 quarter. The position peaked at $6.06K in Q1 2025. 360 funds tracked by Wall St. Rank hold AWR as of Q2 2025.

SVB Wealth reported no remaining American States Water position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 77 American States Water shares in Q2 2025, an estimated $6.06K.
SVB Wealth first reported a position in American States Water in Q1 2025 and held it in 1 quarter.
SVB Wealth's American States Water position peaked at $6.06K in Q1 2025.
360 funds tracked by Wall St. Rank held American States Water as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.