Kestra Advisory Services, LLC - 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
Kestra Advisory Services, LLC ownership history of AMERICAN STS WTR CO
ValueSharesWeighting
Q3 2023$878,147
+39.3%
11,161
+54.0%
0.01%
+50.0%
Q2 2023$630,576
+1.2%
7,248
+3.4%
0.01%
-14.3%
Q1 2023$623,157
-6.7%
7,010
-2.9%
0.01%
+16.7%
Q4 2022$668,026
-99.9%
7,218
-75.4%
0.01%
-50.0%
Q3 2022$1,145,144,000
+237481.7%
29,348
+396.0%
0.01%
+140.0%
Q2 2022$482,000
-7.8%
5,917
+0.6%
0.01%0.0%
Q1 2022$523,000
-10.9%
5,880
+3.6%
0.01%
-16.7%
Q4 2021$587,000
+32.2%
5,675
+9.3%
0.01%
+50.0%
Q3 2021$444,000
+23.3%
5,192
+14.6%
0.00%0.0%
Q2 2021$360,000
-22.9%
4,531
-26.6%
0.00%
-33.3%
Q1 2021$467,000
-59.9%
6,176
-58.4%
0.01%
-57.1%
Q4 2020$1,165,000
-99.8%
14,857
+14757.0%
0.01%
+55.6%
Q3 2020$466,000,0001000.01%
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