Avantax Advisory Services’s American Water Works AWK Stock Holding History
Bought
Maintained
Sold
Other funds holding AWK
Avantax Advisory Services's AWK Position: Q2 2025 in Review
Avantax Advisory Services reduced its American Water Works (AWK) stake by 7.6% in Q2 2025, selling an estimated $150K and leaving 12,654 shares worth $1.76M. The position accounts for 0.01% of the portfolio, ranked #863.
Avantax Advisory Services first reported a position in AWK in Q4 2019 and has held it in 23 quarters since. The position peaked at $2.17M in Q3 2024. 1,109 funds tracked by Wall St. Rank hold AWK as of Q2 2025.
- Avantax Advisory Services held 12,654 shares of American Water Works worth $1.76M as of Q2 2025.
- Avantax Advisory Services sold 1,045 American Water Works shares in Q2 2025, an estimated $150K.
- American Water Works made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #863 holding.
- Avantax Advisory Services first reported a position in American Water Works in Q4 2019 and has held it in 23 quarters since.
- Avantax Advisory Services's American Water Works position peaked at $2.17M in Q3 2024.
- 1,109 funds tracked by Wall St. Rank held American Water Works as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.