AWM
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Aries Wealth Management’s American Water Works AWK Stock Holding History

Aries Wealth Management’s Portfolio AWK Stock Details AWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-2,680
Closed -$328K – 208
2024
Q1 		$328K Sell
2,680
-325
-11% -$40K 0.11% 156
2023
Q4 		$397K Buy
3,005
+265
+10% +$33.4K 0.14% 132
2023
Q3 		$329K Buy
2,740
+421
+18% +$59K 0.13% 141
2023
Q2 		$331K Buy
2,319
+215
+10% +$31.6K 0.13% 143
2023
Q1 		$308K Buy
2,104
+50
+2% +$7.41K 0.13% 144
2022
Q4 		$313K Buy
2,054
+75
+4% +$10.8K 0.13% 143
2022
Q3 		$288K Buy
1,979
+216
+12% +$32.5K 0.13% 145
2022
Q2 		$262K Buy
+1,763
New +$269K 0.12% 138

Other funds holding AWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aries Wealth Management's AWK Position: Q2 2024 in Review

Aries Wealth Management sold out of American Water Works (AWK) in Q2 2024, closing a stake of 2,680 shares — an estimated $328K sold.

Aries Wealth Management first reported a position in AWK in Q2 2022 and held it in 8 quarters. The position peaked at $397K in Q4 2023. 1,033 funds tracked by Wall St. Rank hold AWK as of Q2 2024.

  • Aries Wealth Management reported no remaining American Water Works position as of Q2 2024 after selling out during the quarter.
  • Aries Wealth Management sold 2,680 American Water Works shares in Q2 2024, an estimated $328K.
  • Aries Wealth Management first reported a position in American Water Works in Q2 2022 and held it in 8 quarters.
  • Aries Wealth Management's American Water Works position peaked at $397K in Q4 2023.
  • 1,033 funds tracked by Wall St. Rank held American Water Works as of Q2 2024.

Based on Aries Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.