Bedel Financial Consulting’s American Water Works AWK Stock Holding History

Bedel Financial Consulting’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
2021 Q4	–	Sell	-170	Closed	-$29K	–	1007
2021 Q3	$29K	Hold	170	–	–	0.01%	482
2021 Q2	$26K	Buy	170 +1	+0.6%	+$156	0.01%	505
2021 Q1	$25K	Buy	169 +1	+0.6%	+$152	0.01%	471
2020 Q4	$26K	Hold	168	–	–	0.01%	413
2020 Q3	$24K	Buy	168 +68	+68%	+$9.64K	0.01%	398
2020 Q2	$13K	Buy	+100	New	+$12.5K	0.01%	449

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bedel Financial Consulting's AWK Position: Q4 2021 in Review

Bedel Financial Consulting sold out of American Water Works (AWK) in Q4 2021, closing a stake of 170 shares — an estimated $29K sold.

Bedel Financial Consulting first reported a position in AWK in Q2 2020 and held it in 6 quarters. The position peaked at $29K in Q3 2021. 1,054 funds tracked by Wall St. Rank hold AWK as of Q4 2021.

Bedel Financial Consulting reported no remaining American Water Works position as of Q4 2021 after selling out during the quarter.
Bedel Financial Consulting sold 170 American Water Works shares in Q4 2021, an estimated $29K.
Bedel Financial Consulting first reported a position in American Water Works in Q2 2020 and held it in 6 quarters.
Bedel Financial Consulting's American Water Works position peaked at $29K in Q3 2021.
1,054 funds tracked by Wall St. Rank held American Water Works as of Q4 2021.

Based on Bedel Financial Consulting's 13F filing for Q4 2021, filed 11 Jan 2022.