TWA
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TCI Wealth Advisors’s American States Water AWR Stock Holding History

TCI 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
Q2 		– Sell
-185
Closed -$16.4K – 390
2023
Q1 		$16.4K Hold
185
– – ﹤0.01% 808
2022
Q4 		$17.1K Hold
185
– – ﹤0.01% 769
2022
Q3 		$14K Buy
185
+91
+97% +$7.72K ﹤0.01% 818
2022
Q2 		$8K Buy
94
+35
+59% +$2.81K ﹤0.01% 1129
2022
Q1 		$5K Sell
59
-43
-42% -$3.83K ﹤0.01% 1497
2021
Q4 		$11K Buy
102
+43
+73% +$4.05K ﹤0.01% 1071
2021
Q3 		$5K Hold
59
– – ﹤0.01% 1549
2021
Q2 		$5K Buy
+59
New +$4.69K ﹤0.01% 1403
2020
Q4 		– Sell
-43
Closed -$3K – 1539
2020
Q3 		$3K Buy
+43
New +$3.3K ﹤0.01% 914

Other funds holding AWR

BlackRock
BlackRock New York $5.7T 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return