Atwood & Palmer’s American Water Works AWK Stock Holding History

Atwood & Palmer’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
2025 Q1	–	Sell	-21	Closed	-$2.62K	–	448
2024 Q4	$2.62K	Buy	+21	New	+$2.83K	﹤0.01%	409
2021 Q2	–	Sell	-125	Closed	-$19K	–	415
2021 Q1	$19K	Hold	125	–	–	﹤0.01%	301
2020 Q4	$19K	Hold	125	–	–	﹤0.01%	281
2020 Q3	$18K	Hold	125	–	–	﹤0.01%	235
2020 Q2	$16K	Hold	125	–	–	﹤0.01%	236
2020 Q1	$15K	Buy	+125	New	+$16.1K	﹤0.01%	233

Other funds holding AWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Atwood & Palmer's AWK Position: Q1 2025 in Review

Atwood & Palmer sold out of American Water Works (AWK) in Q1 2025, closing a stake of 21 shares — an estimated $2.62K sold.

Atwood & Palmer first reported a position in AWK in Q1 2020 and held it in 6 quarters. The position peaked at $19K in Q1 2021. 1,124 funds tracked by Wall St. Rank hold AWK as of Q1 2025.

Atwood & Palmer reported no remaining American Water Works position as of Q1 2025 after selling out during the quarter.
Atwood & Palmer sold 21 American Water Works shares in Q1 2025, an estimated $2.62K.
Atwood & Palmer first reported a position in American Water Works in Q1 2020 and held it in 6 quarters.
Atwood & Palmer's American Water Works position peaked at $19K in Q1 2021.
1,124 funds tracked by Wall St. Rank held American Water Works as of Q1 2025.

Based on Atwood & Palmer's 13F filing for Q1 2025, filed 15 Apr 2025.