Glassman Wealth Services - AMERICAN STS WTR CO ownership

AMERICAN STS WTR CO's ticker is AWR and the CUSIP is 029899101. A total of 283 filers reported holding AMERICAN STS WTR CO in Q1 2021. The put-call ratio across all filers is 1.06 and the average weighting 0.0%.

Quarter-by-quarter ownership
Glassman Wealth Services ownership history of AMERICAN STS WTR CO
ValueSharesWeighting
Q3 2023$2,990
-9.6%
380.0%0.00%
-100.0%
Q2 2023$3,306
-2.1%
380.0%0.00%0.0%
Q1 2023$3,378
-4.0%
380.0%0.00%0.0%
Q4 2022$3,517
+17.2%
380.0%0.00%0.0%
Q3 2022$3,0000.0%380.0%0.00%0.0%
Q2 2022$3,000
-25.0%
38
-17.4%
0.00%0.0%
Q1 2022$4,000
-20.0%
46
-8.0%
0.00%0.0%
Q4 2021$5,000
+25.0%
500.0%0.00%0.0%
Q3 2021$4,000
+33.3%
50
+31.6%
0.00%0.0%
Q2 2021$3,0000.0%380.0%0.00%0.0%
Q1 2021$3,000
-50.0%
38
-50.0%
0.00%0.0%
Q4 2020$6,000
+100.0%
76
+100.0%
0.00%0.0%
Q3 2020$3,0000.0%380.0%0.00%0.0%
Q2 2020$3,0000.0%380.0%0.00%0.0%
Q1 2020$3,000
-25.0%
38
-22.4%
0.00%
-50.0%
Q4 2019$4,000
+33.3%
49
+28.9%
0.00%
+100.0%
Q3 2019$3,0000.0%380.0%0.00%0.0%
Q2 2019$3,000380.00%
Other shareholders
AMERICAN STS WTR CO shareholders Q1 2021
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