Crewe 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
2023
Q4
Sell
-405
Closed -$50.2K 438
2023
Q3
$50.2K Sell
405
-5
-1% -$701 0.01% 139
2023
Q2
$58.5K Sell
410
-59
-13% -$8.67K 0.01% 257
2023
Q1
$68.7K Buy
469
+400
+580% +$59.2K 0.01% 272
2022
Q4
$10.5K Sell
69
-4
-5% -$577 ﹤0.01% 541
2022
Q3
$10K Buy
73
+33
+83% +$4.97K ﹤0.01% 650
2022
Q2
$6K Buy
+40
New +$6.09K ﹤0.01% 707

Other funds holding AWK

Crewe Advisors's AWK Position: Q4 2023 in Review

Crewe Advisors sold out of American Water Works (AWK) in Q4 2023, closing a stake of 405 shares — an estimated $50.2K sold.

Crewe Advisors first reported a position in AWK in Q2 2022 and held it in 6 quarters. The position peaked at $68.7K in Q1 2023. 1,057 funds tracked by Wall St. Rank hold AWK as of Q4 2023.

  • Crewe Advisors reported no remaining American Water Works position as of Q4 2023 after selling out during the quarter.
  • Crewe Advisors sold 405 American Water Works shares in Q4 2023, an estimated $50.2K.
  • Crewe Advisors first reported a position in American Water Works in Q2 2022 and held it in 6 quarters.
  • Crewe Advisors's American Water Works position peaked at $68.7K in Q1 2023.
  • 1,057 funds tracked by Wall St. Rank held American Water Works as of Q4 2023.

Based on Crewe Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.