Bellwether Advisors’s American Water Works AWK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
Sell
-65
Closed -$8.09K 514
2024
Q4
$8.09K Buy
+65
New +$8.77K ﹤0.01% 352
2023
Q1
Sell
-314
Closed -$47.9K 491
2022
Q4
$47.9K Buy
+314
New +$45.3K 0.01% 194
2022
Q2
Sell
-19
Closed -$3K 404
2022
Q1
$3K Sell
19
-142
-88% -$22.5K ﹤0.01% 406
2021
Q4
$30K Sell
161
-2,532
-94% -$442K 0.01% 240
2021
Q3
$455K Buy
+2,693
New +$471K 0.15% 110

Other funds holding AWK

Bellwether Advisors's AWK Position: Q1 2025 in Review

Bellwether Advisors sold out of American Water Works (AWK) in Q1 2025, closing a stake of 65 shares — an estimated $8.09K sold.

Bellwether Advisors first reported a position in AWK in Q3 2021 and held it in 5 quarters. The position peaked at $455K in Q3 2021. 1,124 funds tracked by Wall St. Rank hold AWK as of Q1 2025.

  • Bellwether Advisors reported no remaining American Water Works position as of Q1 2025 after selling out during the quarter.
  • Bellwether Advisors sold 65 American Water Works shares in Q1 2025, an estimated $8.09K.
  • Bellwether Advisors first reported a position in American Water Works in Q3 2021 and held it in 5 quarters.
  • Bellwether Advisors's American Water Works position peaked at $455K in Q3 2021.
  • 1,124 funds tracked by Wall St. Rank held American Water Works as of Q1 2025.

Based on Bellwether Advisors's 13F filing for Q1 2025, filed 7 May 2025.