BDO Wealth Advisors’s American Water Works AWK Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$19.3K	Buy	135 +45	+50%	+$6.61K	﹤0.01%	578
2023 Q1	$13.2K	Hold	90	–	–	﹤0.01%	654
2022 Q4	$13.7K	Hold	90	–	–	﹤0.01%	637
2022 Q3	$12K	Hold	90	–	–	﹤0.01%	671
2022 Q2	$13K	Hold	90	–	–	﹤0.01%	636
2022 Q1	$15K	Hold	90	–	–	﹤0.01%	645
2021 Q4	$17K	Hold	90	–	–	﹤0.01%	648
2021 Q3	$15K	Buy	+90	New	+$15.7K	﹤0.01%	659
2021 Q1	–	Sell	-38	Closed	-$6K	–	1157
2020 Q4	$6K	Buy	+38	New	+$5.85K	﹤0.01%	609
2018 Q4	–	Sell	-25	Closed	-$2K	–	549
2018 Q3	$2K	Hold	25	–	–	﹤0.01%	549
2018 Q2	$2K	Hold	25	–	–	﹤0.01%	572
2018 Q1	$2K	Buy	25 +15	+150%	+$1.22K	﹤0.01%	503
2017 Q4	$1K	Buy	+10	New	+$884	﹤0.01%	450
2017 Q3	–	Sell	-25	Closed	-$2K	–	442
2017 Q2	$2K	Buy	+25	New	+$1.97K	﹤0.01%	487

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

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

BDO Wealth Advisors's AWK Position: Q2 2023 in Review

BDO Wealth Advisors increased its American Water Works (AWK) stake by 50% in Q2 2023, buying an estimated $6.61K and bringing the position to 135 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #578.

BDO Wealth Advisors first reported a position in AWK in Q2 2017 and has held it in 14 quarters since. 1,005 funds tracked by Wall St. Rank hold AWK as of Q2 2023.

BDO Wealth Advisors held 135 shares of American Water Works worth $19.3K as of Q2 2023.
BDO Wealth Advisors bought 45 American Water Works shares in Q2 2023, an estimated $6.61K.
American Water Works made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #578 holding.
BDO Wealth Advisors first reported a position in American Water Works in Q2 2017 and has held it in 14 quarters since.
1,005 funds tracked by Wall St. Rank held American Water Works as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.