Wipfli Financial Advisors’s American States Water AWR Stock Holding History

Wipfli Financial 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
2022 Q3	$39K	Buy	+502	New	+$42.6K	﹤0.01%	1223

Other funds holding AWR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wipfli Financial Advisors's AWR Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in American States Water (AWR) in Q3 2022: 502 shares worth $39K. The stake represents ﹤0.01% of the portfolio and ranks #1223 among its holdings.

313 funds tracked by Wall St. Rank hold AWR as of Q3 2022.

Wipfli Financial Advisors held 502 shares of American States Water worth $39K as of Q3 2022.
American States Water was a new Wipfli Financial Advisors position in Q3 2022.
American States Water made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1223 holding.
313 funds tracked by Wall St. Rank held American States Water as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.