Accel Wealth Management’s American Water Works AWK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-10
Closed -$1.48K 223
2023
Q1
$1.48K Hold
10
﹤0.01% 1131
2022
Q4
$1.53K Hold
10
﹤0.01% 925
2022
Q3
$1K Sell
10
-856
-99% -$129K ﹤0.01% 970
2022
Q2
$129K Buy
866
+14
+2% +$2.13K 0.07% 200
2022
Q1
$144K Buy
852
+3
+0.4% +$475 0.07% 195
2021
Q4
$160K Buy
+849
New +$148K 0.08% 190

Other funds holding AWK

Accel Wealth Management's AWK Position: Q2 2023 in Review

Accel Wealth Management sold out of American Water Works (AWK) in Q2 2023, closing a stake of 10 shares — an estimated $1.48K sold.

Accel Wealth Management first reported a position in AWK in Q4 2021 and held it in 6 quarters. The position peaked at $160K in Q4 2021. 1,005 funds tracked by Wall St. Rank hold AWK as of Q2 2023.

  • Accel Wealth Management reported no remaining American Water Works position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 10 American Water Works shares in Q2 2023, an estimated $1.48K.
  • Accel Wealth Management first reported a position in American Water Works in Q4 2021 and held it in 6 quarters.
  • Accel Wealth Management's American Water Works position peaked at $160K in Q4 2021.
  • 1,005 funds tracked by Wall St. Rank held American Water Works as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.