WFG Advisors, LP - AMERICAN STS WTR CO ownership

AMERICAN STS WTR CO's ticker is AWR and the CUSIP is 029899101. A total of 337 filers reported holding AMERICAN STS WTR CO in Q3 2023. The put-call ratio across all filers is 0.59 and the average weighting 0.0%.

Quarter-by-quarter ownership
WFG Advisors, LP ownership history of AMERICAN STS WTR CO
ValueSharesWeighting
Q2 2017$40,000
+8.1%
834
+0.6%
0.01%
-10.0%
Q1 2017$37,000
-2.6%
829
+0.5%
0.01%
+11.1%
Q4 2016$38,000
+15.2%
825
+0.6%
0.01%
+12.5%
Q3 2016$33,000
-8.3%
820
+0.5%
0.01%
-20.0%
Q2 2016$36,000
+12.5%
816
+0.6%
0.01%
+11.1%
Q1 2016$32,000
+88.2%
811
+98.3%
0.01%
+80.0%
Q4 2015$17,0000.0%409
+0.5%
0.01%0.0%
Q3 2015$17,000
+13.3%
407
+0.7%
0.01%
+25.0%
Q2 2015$15,000
-31.8%
404
-25.5%
0.00%
-33.3%
Q1 2015$22,000
-93.2%
542
-93.7%
0.01%
-90.8%
Q4 2014$323,000
-8.0%
8,564
-25.8%
0.06%
-3.0%
Q3 2014$351,000
-8.4%
11,549
+0.1%
0.07%
-5.6%
Q2 2014$383,000
+4.4%
11,535
+1.5%
0.07%
-4.1%
Q1 2014$367,000
+24.0%
11,363
+10.4%
0.07%
+76.2%
Q4 2013$296,000
+2590.9%
10,290
+2472.5%
0.04%
+2000.0%
Q3 2013$11,0000.0%400
+100.0%
0.00%0.0%
Q2 2013$11,0002000.00%
Other shareholders
AMERICAN STS WTR CO shareholders Q3 2023
NameSharesValueWeighting ↓
Copeland Capital Management, LLC 452,916$34,250,0001.07%
SkyOak Wealth, LLC 43,522$3,416,0000.95%
NORTHSTAR ASSET MANAGEMENT INC 38,482$2,910,0090.92%
FIRST NATIONAL CORP /MA/ /ADV 34,108$2,579,0000.64%
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 6,705$507,032,0000.36%
TEALWOOD ASSET MANAGEMENT INC 11,062$837,0000.33%
First Pacific Financial 6,649$503,0000.31%
HCR Wealth Advisors 19,196$1,452,0000.29%
COZAD ASSET MANAGEMENT INC 22,213$1,680,0000.27%
Jackson Wealth Management, LLC 18,712$1,415,0000.21%
View complete list of AMERICAN STS WTR CO shareholders