Catalyst Wealth Management’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
2023
Q1
$889K Buy
6,067
+1,075
+22% +$159K 0.83% 49
2022
Q4
$761K Buy
+4,992
New +$721K 0.72% 50

Other funds holding AWK

Catalyst Wealth Management's AWK Position: Q1 2023 in Review

Catalyst Wealth Management increased its American Water Works (AWK) stake by 22% in Q1 2023, buying an estimated $159K and bringing the position to 6,067 shares worth $889K. The position accounts for 0.83% of the portfolio, ranked #49.

Catalyst Wealth Management first reported a position in AWK in Q4 2022 and has held it in 2 quarters since. 1,023 funds tracked by Wall St. Rank hold AWK as of Q1 2023.

  • Catalyst Wealth Management held 6,067 shares of American Water Works worth $889K as of Q1 2023.
  • Catalyst Wealth Management bought 1,075 American Water Works shares in Q1 2023, an estimated $159K.
  • American Water Works made up 0.83% of Catalyst Wealth Management's portfolio in Q1 2023, its #49 holding.
  • Catalyst Wealth Management first reported a position in American Water Works in Q4 2022 and has held it in 2 quarters since.
  • 1,023 funds tracked by Wall St. Rank held American Water Works as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.