The Family Firm’s American States Water AWR Stock Holding History

The Family Firm’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
2024 Q3	–	Sell	-244	Closed	-$17.7K	–	254
2024 Q2	$17.7K	Buy	+244	New	+$17.6K	﹤0.01%	587

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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

The Family Firm's AWR Position: Q3 2024 in Review

The Family Firm sold out of American States Water (AWR) in Q3 2024, closing a stake of 244 shares — an estimated $17.7K sold.

The Family Firm first reported a position in AWR in Q2 2024 and held it in 1 quarter. The position peaked at $17.7K in Q2 2024. 343 funds tracked by Wall St. Rank hold AWR as of Q3 2024.

The Family Firm reported no remaining American States Water position as of Q3 2024 after selling out during the quarter.
The Family Firm sold 244 American States Water shares in Q3 2024, an estimated $17.7K.
The Family Firm first reported a position in American States Water in Q2 2024 and held it in 1 quarter.
The Family Firm's American States Water position peaked at $17.7K in Q2 2024.
343 funds tracked by Wall St. Rank held American States Water as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.