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American States Water Company shares owned by Creative Planning

Quarter-by-quarter ownership of American States Water Company (AWR) shares owned by Creative Planning from 13F filings

Historical chart of Creative Planning investment in American States Water Company

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All positions including American States Water Company held by Creative Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American States Water Company by Creative Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $638k 8.8k 72.24
2023-12-31 $813k 10k 80.42
2023-09-30 $728k 9.3k 78.68
2023-06-30 $904k 10k 87.00
2023-03-31 $1.5M 17k 88.89
2022-12-31 $1.7M 18k 92.55
2022-09-30 $1.3M 17k 77.93
2022-06-30 $1.1M 14k 81.52
2022-03-31 $1.2M 13k 89.00
2021-12-31 $1.2M 12k 103.40
2021-09-30 $501k 5.9k 85.47
2021-06-30 $466k 5.9k 79.56
2021-03-31 $443k 5.9k 75.69
2020-12-31 $465k 5.8k 79.51
2020-09-30 $435k 5.8k 74.96
2020-06-30 $204k 2.6k 78.46
2020-03-31 $263k 3.2k 81.86
2019-12-31 $205k 2.4k 86.57
2019-09-30 $288k 3.2k 89.86
2017-06-30 $67k 1.4k 47.72
2017-03-31 $61k 1.4k 44.43
2016-12-31 $55k 1.2k 45.45
2016-09-30 $38k 947 40.13
2016-06-30 $41k 942 43.52
2016-03-31 $40k 1.0k 39.10
2015-12-31 $43k 1.0k 41.67
2015-09-30 $43k 1.0k 41.87
2015-03-31 $41k 1.0k 40.35
2014-12-31 $34k 911 37.32
2014-09-30 $41k 1.4k 30.06
2014-06-30 $31k 930 33.33
2014-03-31 $44k 1.4k 32.57
2013-12-31 $39k 1.3k 28.95
2013-09-30 $29k 1.1k 27.41
2013-06-30 $28k 527 53.13
2012-12-31 $25k 523 47.80
2012-09-30 $53k 1.2k 44.35
2012-06-30 $47k 1.2k 39.40
2011-12-31 $34k 977 34.80

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Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr National Mun Etf (MUB)

View all positions for Creative Planning

Top funds holding American States Water Company

BlackRock
Vanguard Group
First Trust Advisors
Dimensional Fund Advisors
Geode Capital Management
Pictet Asset Management Holding SA
Morgan Stanley
Northern Trust
Bank of New York Mellon
Charles Schwab Investment Management
Jpmorgan Chase & Co
Nuveen Asset Management
SAM Sustainable Asset Management
Amundi
Legal & General Group

View all funds holding American States Water Company