Wealth Enhancement Advisory Services
AWR icon

Wealth Enhancement Advisory Services’s American States Water AWR Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.78M Buy
22,969
+1,144
+5% +$84.3K ﹤0.01% 1459
2025
Q4 		$1.58M Buy
21,825
+3,439
+19% +$253K ﹤0.01% 1663
2025
Q3 		$1.32M Buy
18,386
+6,821
+59% +$508K ﹤0.01% 1698
2025
Q2 		$892K Buy
11,565
+6,097
+112% +$479K ﹤0.01% 1824
2025
Q1 		$430K Buy
5,468
+104
+2% +$7.84K ﹤0.01% 2160
2024
Q4 		$417K Buy
5,364
+957
+22% +$79.7K ﹤0.01% 2122
2024
Q3 		$367K Buy
4,407
+744
+20% +$60K ﹤0.01% 2044
2024
Q2 		$266K Buy
3,663
+328
+10% +$23.7K ﹤0.01% 2067
2024
Q1 		$241K Buy
3,335
+53
+2% +$3.95K ﹤0.01% 2065
2023
Q4 		$264K Sell
3,282
-142
-4% -$11.4K ﹤0.01% 1902
2023
Q3 		$269K Buy
+3,424
New +$292K ﹤0.01% 1805

Other funds holding AWR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
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
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return