de Creative Planning American Water Works AWK Historial de posiciones en acciones
Compró
Mantenido
Vendió
| Trimestre | Valor de mercado | Estado | Núm. de acciones |
Cambio en la participación | Valor operado | Peso en el portafolio | Posición de la cartera | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | USD 11.3 M | Comprar |
86,061
+17,235
| +25% | +USD 2.21 M | 0.01% | 801 |
|
|
2026
Q1 | USD 9.37 M | Vender |
68,826
-6,558
| -9% | -USD 867 k | 0.01% | 730 |
|
|
2025
Q4 | USD 9.8 M | Comprar |
75,384
+17,849
| +31% | +USD 2.38 M | 0.01% | 628 |
|
|
2025
Q3 | USD 8.01 M | Comprar |
57,535
+5,482
| +11% | +USD 775 k | 0.01% | 657 |
|
|
2025
Q2 | USD 7.24 M | Comprar |
52,053
+8,515
| +20% | +USD 1.22 M | 0.01% | 630 |
|
|
2025
Q1 | USD 6.42 M | Comprar |
43,538
+5,152
| +13% | +USD 679 k | 0.01% | 625 |
|
|
2024
Q4 | USD 4.78 M | Comprar |
38,386
+2,863
| +8% | +USD 386 k | ﹤0.01% | 684 |
|
|
2024
Q3 | USD 5.19 M | Comprar |
35,523
+572
| +2% | +USD 81.1 k | 0.01% | 627 |
|
|
2024
Q2 | USD 4.51 M | Comprar |
34,951
+5,657
| +19% | +USD 715 k | ﹤0.01% | 655 |
|
|
2024
Q1 | USD 3.58 M | Vender |
29,294
-1,351
| -4% | -USD 166 k | ﹤0.01% | 726 |
|
|
2023
Q4 | USD 4.04 M | Comprar |
30,645
+1,129
| +4% | +USD 142 k | 0.01% | 625 |
|
|
2023
Q3 | USD 3.65 M | Vender |
29,516
-1,294
| -4% | -USD 181 k | ﹤0.01% | 621 |
|
|
2023
Q2 | USD 4.4 M | Comprar |
30,810
+2,366
| +8% | +USD 348 k | 0.01% | 554 |
|
|
2023
Q1 | USD 4.17 M | Comprar |
28,444
+681
| +2% | +USD 101 k | 0.01% | 550 |
|
|
2022
Q4 | USD 4.23 M | Comprar |
27,763
+2,488
| +10% | +USD 359 k | 0.01% | 531 |
|
|
2022
Q3 | USD 3.29 M | Comprar |
25,275
+2,693
| +12% | +USD 406 k | 0.01% | 543 |
|
|
2022
Q2 | USD 3.36 M | Comprar |
22,582
+3,106
| +16% | +USD 473 k | 0.01% | 559 |
|
|
2022
Q1 | USD 3.22 M | Comprar |
19,476
+1,221
| +7% | +USD 193 k | 0.01% | 571 |
|
|
2021
Q4 | USD 3.45 M | Comprar |
18,255
+773
| +4% | +USD 135 k | 0.01% | 524 |
|
|
2021
Q3 | USD 2.96 M | Comprar |
17,482
+963
| +6% | +USD 168 k | 0.01% | 561 |
|
|
2021
Q2 | USD 2.55 M | Vender |
16,519
-7,745
| -32% | -USD 1.21 M | ﹤0.01% | 592 |
|
|
2021
Q1 | USD 3.64 M | Comprar |
24,264
+4,960
| +26% | +USD 752 k | 0.01% | 498 |
|
|
2020
Q4 | USD 2.96 M | Comprar |
19,304
+989
| +5% | +USD 152 k | 0.01% | 522 |
|
|
2020
Q3 | USD 2.65 M | Comprar |
18,315
+3,921
| +27% | +USD 556 k | 0.01% | 469 |
|
|
2020
Q2 | USD 1.85 M | Vender |
14,394
-1,406
| -9% | -USD 175 k | 0.01% | 524 |
|
|
2020
Q1 | USD 1.89 M | Vender |
15,800
-732
| -4% | -USD 94.5 k | 0.01% | 451 |
|
|
2019
Q4 | USD 2.03 M | Vender |
16,532
-5,171
| -24% | -USD 627 k | 0.01% | 511 |
|
|
2019
Q3 | USD 2.7 M | Vender |
21,703
-2,054
| -9% | -USD 248 k | 0.01% | 413 |
|
|
2019
Q2 | USD 2.76 M | Comprar |
23,757
+6,014
| +34% | +USD 664 k | 0.01% | 411 |
|
|
2019
Q1 | USD 1.85 M | Comprar |
17,743
+3,653
| +26% | +USD 358 k | 0.01% | 490 |
|
|
2018
Q4 | USD 1.28 M | Comprar |
14,090
+173
| +1% | +USD 15.8 k | 0.01% | 570 |
|
|
2018
Q3 | USD 1.22 M | Comprar |
13,917
+1,763
| +15% | +USD 155 k | ﹤0.01% | 675 |
|
|
2018
Q2 | USD 1.04 M | Comprar |
12,154
+632
| +5% | +USD 52.3 k | ﹤0.01% | 730 |
|
|
2018
Q1 | USD 946 k | Vender |
11,522
-307
| -3% | -USD 25.1 k | ﹤0.01% | 770 |
|
|
2017
Q4 | USD 1.08 M | Comprar |
11,829
+1,730
| +17% | +USD 153 k | ﹤0.01% | 692 |
|
|
2017
Q3 | USD 817 k | Vender |
10,099
-584
| -5% | -USD 47.3 k | ﹤0.01% | 809 |
|
|
2017
Q2 | USD 833 k | Vender |
10,683
-13,348
| -56% | -USD 1.05 M | ﹤0.01% | 779 |
|
|
2017
Q1 | USD 1.87 M | Vender |
24,031
-960
| -4% | -USD 71.3 k | 0.01% | 445 |
|
|
2016
Q4 | USD 1.81 M | Comprar |
24,991
+573
| +2% | +USD 41.5 k | 0.01% | 434 |
|
|
2016
Q3 | USD 1.83 M | Vender |
24,418
-101
| -0.4% | -USD 7.9 k | 0.01% | 398 |
|
|
2016
Q2 | USD 2.07 M | Comprar |
24,519
+13,327
| +119% | +USD 991 k | 0.02% | 326 |
|
|
2016
Q1 | USD 771 k | Comprar |
11,192
+3,411
| +44% | +USD 222 k | 0.01% | 578 |
|
|
2015
Q4 | USD 465 k | Comprar |
7,781
+131
| +2% | +USD 7.55 k | ﹤0.01% | 796 |
|
|
2015
Q3 | USD 421 k | Comprar |
+7,650
| Nuevas | +USD 400 k | ﹤0.01% | 800 |
|
|
2015
Q2 | – | Vender |
-6,988
| Cerradas | -USD 379 k | – | 1244 |
|
|
2015
Q1 | USD 379 k | Comprar |
6,988
+1,150
| +20% | +USD 62.5 k | ﹤0.01% | 864 |
|
|
2014
Q4 | USD 311 k | Comprar |
5,838
+1,336
| +30% | +USD 69.2 k | ﹤0.01% | 916 |
|
|
2014
Q3 | USD 217 k | Comprar |
4,502
+1,524
| +51% | +USD 74.5 k | ﹤0.01% | 1015 |
|
|
2014
Q2 | USD 147 k | Comprar |
2,978
+655
| +28% | +USD 30.8 k | ﹤0.01% | 1204 |
|
|
2014
Q1 | USD 105 k | Vender |
2,323
-500
| -18% | -USD 21.6 k | ﹤0.01% | 1377 |
|
|
2013
Q4 | USD 119 k | Vender |
2,823
-2,895
| -51% | -USD 121 k | ﹤0.01% | 1103 |
|
|
2013
Q3 | USD 236 k | Comprar |
5,718
+2,814
| +97% | +USD 116 k | ﹤0.01% | 700 |
|
|
2013
Q2 | USD 120 k | Comprar |
+2,904
| Nuevas | +USD 120 k | ﹤0.01% | 890 |
|
Otros fondos que tienen AWK en su cartera
Posición de Creative Planning en AWK: resumen de T2 2026
Creative Planning aumentó su participación en American Water Works (AWK) en 25% durante T2 2026, al comprar aproximadamente USD 2.21 M y elevar la posición a 86,061 acciones con un valor de USD 11.3 M. La posición representa 0.01% de la cartera y ocupa el puesto #801.
Creative Planning reportó por primera vez una posición en AWK en T2 2013 y la ha mantenido durante 52 trimestres desde entonces. Al cierre de T2 2026, 1,134 fondos que sigue Wall St. Rank mantienen una posición en AWK.
- Al cierre de T2 2026, Creative Planning tenía 86,061 acciones de American Water Works con un valor de USD 11.3 M.
- Creative Planning compró 17,235 acciones de American Water Works en T2 2026, por un monto estimado de USD 2.21 M.
- American Water Works representó 0.01% de la cartera de Creative Planning en T2 2026 y fue su posición número 801.
- Creative Planning reportó por primera vez una posición en American Water Works en T2 2013 y la ha mantenido durante 52 trimestres desde entonces.
- Al cierre de T2 2026, 1,134 fondos que sigue Wall St. Rank tenían American Water Works en cartera.
Según el Informe 13F de Creative Planning correspondiente a T2 2026, presentado el 13 ago 2026.