Cornerstone Planning’s American Water Works AWK Stock Holding History

Cornerstone Planning’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
2024 Q4	$615K	Buy	+4,938	New	+$666K	0.23%	90

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

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

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Cornerstone Planning's AWK Position: Q4 2024 in Review

Cornerstone Planning opened a new position in American Water Works (AWK) in Q4 2024: 4,938 shares worth $615K. The stake represents 0.23% of the portfolio and ranks #90 among its holdings.

1,090 funds tracked by Wall St. Rank hold AWK as of Q4 2024.

Cornerstone Planning held 4,938 shares of American Water Works worth $615K as of Q4 2024.
American Water Works was a new Cornerstone Planning position in Q4 2024.
American Water Works made up 0.23% of Cornerstone Planning's portfolio in Q4 2024, its #90 holding.
1,090 funds tracked by Wall St. Rank held American Water Works as of Q4 2024.

Based on Cornerstone Planning's 13F filing for Q4 2024, filed 1 Apr 2025.