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

Clearview 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 Q3	–	Sell	-113	Closed	-$16.1K	–	155
2023 Q2	$16.1K	Hold	113	–	–	0.02%	303
2023 Q1	$16.6K	Hold	113	–	–	0.02%	299
2022 Q4	$17.2K	Hold	113	–	–	0.01%	269
2022 Q3	$15K	Hold	113	–	–	0.01%	285
2022 Q2	$17K	Hold	113	–	–	0.01%	297
2022 Q1	$19K	Buy	113 +13	+13%	+$2.06K	0.01%	304
2021 Q4	$19K	Sell	100 -318	-76%	-$55.5K	0.01%	337
2021 Q3	$71K	Hold	418	–	–	0.05%	202
2021 Q2	$64K	Hold	418	–	–	0.04%	219
2021 Q1	$63K	Hold	418	–	–	0.04%	207
2020 Q4	$64K	Buy	+418	New	+$64.3K	0.04%	176

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 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

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

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

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

Clearview Wealth Advisors's AWK Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of American Water Works (AWK) in Q3 2023, closing a stake of 113 shares — an estimated $16.1K sold.

Clearview Wealth Advisors first reported a position in AWK in Q4 2020 and held it in 11 quarters. The position peaked at $71K in Q3 2021. 1,014 funds tracked by Wall St. Rank hold AWK as of Q3 2023.

Clearview Wealth Advisors reported no remaining American Water Works position as of Q3 2023 after selling out during the quarter.
Clearview Wealth Advisors sold 113 American Water Works shares in Q3 2023, an estimated $16.1K.
Clearview Wealth Advisors first reported a position in American Water Works in Q4 2020 and held it in 11 quarters.
Clearview Wealth Advisors's American Water Works position peaked at $71K in Q3 2021.
1,014 funds tracked by Wall St. Rank held American Water Works as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.