Back to AWR
IFP Advisors, Inc AWR Position History
American States Water Company • Utilities
Quarters held
6
Latest value
$97K
Q3 2026
Peak value
$97K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $19K |
| Q3 2025 | $19K |
| Q4 2025 | $40K |
| Q1 2026 | $48K |
| Q2 2026 | $97K |
| Q3 2026 | $97K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $97K | 1.2K | — | — |
| Q2 2026 | $97K | 1.2K | — | — |
| Q1 2026 | $48K | 640 | — | — |
| Q4 2025 | $40K | 549 | — | — |
| Q3 2025 | $19K | 257 | — | — |
| Q3 2025 | $19K | 257 | — | — |
Other funds holding AWR
$325.2M
$185.4M
$185.4M
$156.1M
$63.3M
$61.9M