Creative Planning - AMERICAN STS WTR CO ownership

AMERICAN STS WTR CO's ticker is AWR and the CUSIP is 029899101. A total of 322 filers reported holding AMERICAN STS WTR CO in Q4 2019. The put-call ratio across all filers is 1.67 and the average weighting 0.1%.

Quarter-by-quarter ownership
Creative Planning ownership history of AMERICAN STS WTR CO
ValueSharesWeighting
Q3 2023$727,822
-19.5%
9,250
-11.0%
0.00%0.0%
Q2 2023$903,894
-40.6%
10,390
-39.4%
0.00%
-50.0%
Q1 2023$1,522,877
-8.9%
17,132
-5.1%
0.00%
-33.3%
Q4 2022$1,670,784
+28.8%
18,053
+8.5%
0.00%
+50.0%
Q3 2022$1,297,000
+14.9%
16,644
+20.2%
0.00%0.0%
Q2 2022$1,129,000
-1.9%
13,850
+7.1%
0.00%0.0%
Q1 2022$1,151,000
-5.8%
12,932
+9.4%
0.00%0.0%
Q4 2021$1,222,000
+143.9%
11,818
+101.6%
0.00%
+100.0%
Q3 2021$501,000
+7.5%
5,862
+0.1%
0.00%0.0%
Q2 2021$466,000
+5.2%
5,857
+0.1%
0.00%0.0%
Q1 2021$443,000
-4.7%
5,853
+0.1%
0.00%0.0%
Q4 2020$465,000
+6.9%
5,848
+0.8%
0.00%0.0%
Q3 2020$435,000
+113.2%
5,803
+123.2%
0.00%0.0%
Q2 2020$204,000
-22.4%
2,600
-19.1%
0.00%0.0%
Q1 2020$263,000
+28.3%
3,213
+35.7%
0.00%0.0%
Q4 2019$205,000
-28.8%
2,368
-26.1%
0.00%0.0%
Q3 2019$288,000
+329.9%
3,205
+128.3%
0.00%
Q2 2017$67,000
+9.8%
1,404
+2.3%
0.00%
Q1 2017$61,000
+10.9%
1,373
+13.5%
0.00%
Q4 2016$55,000
+44.7%
1,210
+27.8%
0.00%
Q3 2016$38,000
-7.3%
947
+0.5%
0.00%
Q2 2016$41,000
+2.5%
942
-7.9%
0.00%
Q1 2016$40,000
-7.0%
1,023
-0.9%
0.00%
Q4 2015$43,0000.0%1,032
+0.5%
0.00%
Q3 2015$43,000
+4.9%
1,027
+1.1%
0.00%
Q1 2015$41,000
+20.6%
1,016
+11.5%
0.00%
Q4 2014$34,000
-17.1%
911
-33.2%
0.00%
Q3 2014$41,000
+32.3%
1,364
+46.7%
0.00%
Q2 2014$31,000
-29.5%
930
-31.2%
0.00%
-100.0%
Q1 2014$44,000
+12.8%
1,351
+0.3%
0.00%0.0%
Q4 2013$39,000
+34.5%
1,347
+27.3%
0.00%0.0%
Q3 2013$29,000
+3.6%
1,058
+100.8%
0.00%0.0%
Q2 2013$28,0005270.00%
Other shareholders
AMERICAN STS WTR CO shareholders Q4 2019
NameSharesValueWeighting ↓
SkyOak Wealth, LLC 43,513$3,462,0000.93%
NORTHSTAR ASSET MANAGEMENT INC 43,340$3,448,1300.92%
FIRST NATIONAL CORP /MA/ /ADV 58,663$4,510,0000.65%
LEDERER & ASSOCIATES INVESTMENT COUNSEL/CA 6,705$533,0000.36%
First Pacific Financial 7,460$594,0000.33%
Edgestream Partners, L.P. 67,115$5,340,0000.32%
HCR Wealth Advisors 19,996$1,591,0000.28%
COZAD ASSET MANAGEMENT INC 21,491$1,710,0000.27%
Van Hulzen Asset Management, LLC 16,055$1,277,0000.19%
Blankinship & Foster, LLC 5,780$460,0000.18%
View complete list of AMERICAN STS WTR CO shareholders