Vanguard Personalized Indexing Management, LLC - AMERICAN STS WTR CO ownership

AMERICAN STS WTR CO's ticker is AWR and the CUSIP is 029899101. A total of 320 filers reported holding AMERICAN STS WTR CO in Q4 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
Vanguard Personalized Indexing Management, LLC ownership history of AMERICAN STS WTR CO
ValueSharesWeighting
Q3 2023$443,883
-22.4%
5,642
-14.2%
0.01%
-27.8%
Q2 2023$571,970
-3.5%
6,574
-1.4%
0.02%
-14.3%
Q1 2023$592,730
+4.6%
6,668
+8.9%
0.02%
-8.7%
Q4 2022$566,869
+10.1%
6,125
-7.3%
0.02%0.0%
Q3 2022$515,000
-3.0%
6,609
+1.5%
0.02%
-8.0%
Q2 2022$531,000
+59.0%
6,510
+73.3%
0.02%
+56.2%
Q1 2022$334,000
+12.8%
3,757
+31.2%
0.02%
-5.9%
Q4 2021$296,0002,8630.02%
Other shareholders
AMERICAN STS WTR CO shareholders Q4 2022
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