Amplius Wealth Advisors’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
2022
Q1
Sell
-486
Closed -$91K 232
2021
Q4
$91K Buy
+486
New +$84.9K 0.01% 257

Other funds holding AWK

Amplius Wealth Advisors's AWK Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of American Water Works (AWK) in Q1 2022, closing a stake of 486 shares — an estimated $91K sold.

Amplius Wealth Advisors first reported a position in AWK in Q4 2021 and held it in 1 quarter. The position peaked at $91K in Q4 2021. 1,028 funds tracked by Wall St. Rank hold AWK as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining American Water Works position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 486 American Water Works shares in Q1 2022, an estimated $91K.
  • Amplius Wealth Advisors first reported a position in American Water Works in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's American Water Works position peaked at $91K in Q4 2021.
  • 1,028 funds tracked by Wall St. Rank held American Water Works as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.