Disciplined Investments’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
Q3
Sell
-12
Closed -$1.71K 229
2023
Q2
$1.71K Buy
12
+2
+20% +$294 ﹤0.01% 726
2023
Q1
$1.47K Sell
10
-2
-17% -$296 ﹤0.01% 804
2022
Q4
$1.83K Sell
12
-2
-14% -$289 ﹤0.01% 658
2022
Q3
$2K Buy
14
+1
+8% +$151 ﹤0.01% 576
2022
Q2
$2K Buy
13
+1
+8% +$152 ﹤0.01% 603
2022
Q1
$2K Buy
+12
New +$1.9K ﹤0.01% 637

Other funds holding AWK

Disciplined Investments's AWK Position: Q3 2023 in Review

Disciplined Investments sold out of American Water Works (AWK) in Q3 2023, closing a stake of 12 shares — an estimated $1.71K sold.

Disciplined Investments first reported a position in AWK in Q1 2022 and held it in 6 quarters. The position peaked at $2K in Q3 2022. 1,014 funds tracked by Wall St. Rank hold AWK as of Q3 2023.

  • Disciplined Investments reported no remaining American Water Works position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 12 American Water Works shares in Q3 2023, an estimated $1.71K.
  • Disciplined Investments first reported a position in American Water Works in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's American Water Works position peaked at $2K in Q3 2022.
  • 1,014 funds tracked by Wall St. Rank held American Water Works as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.