Avanza Fonder AB GWRS — GLOBAL WTR RES INC

Ownership history in Avanza Fonder AB  ·  6 quarters on record

AI Ownership Summary

Avanza Fonder AB reported GLOBAL WTR RES INC (GWRS) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q4. The latest visible filing shows GWRS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this GWRS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Avanza Fonder AB's position in GLOBAL WTR RES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

GWRS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

GWRS stock page Avanza Fonder AB fund profile Avanza Fonder AB full holdings
How Avanza Fonder AB held GWRS — position size vs. price
% of Fund (quarterly)    GWRS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 14,025 -5,566 -28.4% 0.00% $106K 2026-04-15 $7.67
2025 Q4 REDUCED 11.4% -9.4% ✅ 19,591 -2,511 -11.4% 0.00% $166K 2026-01-12 $8.49
2025 Q3 UNCHANGED — — — 22,102 — 0% 0.01% $228K 2025-10-16 $10.60
2025 Q2 REDUCED 18.4% +0.8% ❌ 22,102 -5,000 -18.4% 0.01% $225K 2025-07-14 $10.14
2025 Q1 REDUCED — — — 27,102 -1,312 -4.6% 0.01% $277K 2025-04-15 $10.02
2024 Q4 INITIATED — — — 28,414 — — 0.01% $327K 2025-01-15 $11.21

🏢 Other funds also holding GWRS

As of 2026 Q1 — sorted by position size

TSP Capital Management Group, LLC 3Y 7Y 2.19% Redmond Asset Management, LLC 3Y 7Y 0.68% HEARTLAND ADVISORS INC 3Y 7Y 0.32% BARD ASSOCIATES INC 3Y 7Y 0.23% North Star Investment Management Corp. 3Y 7Y 0.19% Claret Asset Management Corp 3Y 7Y 0.16% Penn Capital Management Company, LLC 3Y 7Y 0.1% ELCO Management Co., LLC 3Y 7Y 0.08% Handelsbanken Fonder AB 3Y 7Y 0.03% GSA CAPITAL PARTNERS LLP 3Y 7Y 0.02%

FAQ About Avanza Fonder AB and GWRS

These are the practical questions this page is built to answer before you even open the full history table.

How long has Avanza Fonder AB reported owning GWRS?

Avanza Fonder AB reported GWRS across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported GWRS position in Avanza Fonder AB's portfolio?

The largest reported portfolio weight for GWRS was 0.01% in 2024 Q4.

What is the latest reported GWRS position on this page?

The most recent filing on this page is 2026 Q1, when Avanza Fonder AB reported 14,025 shares, equal to 0.00% of portfolio, with an estimated market value of $106K.

What does the chart on this GWRS ownership page compare?

The chart compares Avanza Fonder AB's quarterly GWRS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Avanza Fonder AB time their GWRS position?

Based on 13F filing dates vs. subsequent GWRS price moves, Avanza Fonder AB correctly timed 1 out of 4 reported position changes (25%). The annualised alpha on GWRS relative to SPY over the holding period was -36.2%.

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