SkyOak Wealth, LLC - AMERICAN STS WTR CO ownership

AMERICAN STS WTR CO's ticker is AWR and the CUSIP is 029899101. A total of 317 filers reported holding AMERICAN STS WTR CO in Q2 2022. The put-call ratio across all filers is 1.49 and the average weighting 0.1%.

Quarter-by-quarter ownership
SkyOak Wealth, LLC ownership history of AMERICAN STS WTR CO
ValueSharesWeighting
Q3 2023$3,166,686
-10.6%
40,248
-1.1%
0.93%
-7.4%
Q2 2023$3,540,348
-4.2%
40,694
-2.1%
1.00%
-11.3%
Q1 2023$3,696,638
-4.6%
41,587
-0.6%
1.13%
-13.4%
Q4 2022$3,873,834
+18.7%
41,857
-0.0%
1.30%
+11.4%
Q3 2022$3,263,000
-6.1%
41,864
-1.8%
1.17%
-1.4%
Q2 2022$3,474,000
-9.6%
42,626
-1.3%
1.19%
+11.0%
Q1 2022$3,845,000
-14.3%
43,196
-0.4%
1.07%
-6.3%
Q4 2021$4,484,000
+21.2%
43,352
+0.2%
1.14%
+14.3%
Q3 2021$3,700,000
+6.9%
43,264
-0.6%
1.00%
+7.7%
Q2 2021$3,462,000
+1.3%
43,513
-0.0%
0.93%
-2.5%
Q1 2021$3,416,000
-3.2%
43,522
-1.9%
0.95%
-13.4%
Q4 2020$3,528,000
+5.3%
44,367
-0.8%
1.10%
-9.0%
Q3 2020$3,352,000
-9.6%
44,723
-5.2%
1.20%
-12.0%
Q2 2020$3,709,000
-4.2%
47,164
-0.5%
1.37%
-30.9%
Q1 2020$3,873,000
-10.9%
47,379
-5.6%
1.98%
+46.9%
Q4 2019$4,349,00050,1951.35%
Other shareholders
AMERICAN STS WTR CO shareholders Q2 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