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Geller Advisors’s American Water Works AWK Stock Holding History

Geller 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
2024
Q4 		$297K Buy
2,387
+211
+10% +$28.5K 0.02% 200
2024
Q3 		$318K Hold
2,176
– – 0.02% 196
2024
Q2 		$281K Hold
2,176
– – 0.02% 214
2024
Q1 		$266K Sell
2,176
-9
-0.4% -$1.11K 0.02% 223
2023
Q4 		$288K Sell
2,185
-118
-5% -$14.9K 0.03% 205
2023
Q3 		$285K Hold
2,303
– – 0.03% 195
2023
Q2 		$329K Buy
+2,303
New +$338K 0.04% 171

Other funds holding AWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geller Advisors's AWK Position: Q4 2024 in Review

Geller Advisors increased its American Water Works (AWK) stake by 9.7% in Q4 2024, buying an estimated $28.5K and bringing the position to 2,387 shares worth $297K. The position accounts for 0.02% of the portfolio, ranked #200.

Geller Advisors first reported a position in AWK in Q2 2023 and has held it in 7 quarters since. The position peaked at $329K in Q2 2023. 1,090 funds tracked by Wall St. Rank hold AWK as of Q4 2024.

  • Geller Advisors held 2,387 shares of American Water Works worth $297K as of Q4 2024.
  • Geller Advisors bought 211 American Water Works shares in Q4 2024, an estimated $28.5K.
  • American Water Works made up 0.02% of Geller Advisors's portfolio in Q4 2024, its #200 holding.
  • Geller Advisors first reported a position in American Water Works in Q2 2023 and has held it in 7 quarters since.
  • Geller Advisors's American Water Works position peaked at $329K in Q2 2023.
  • 1,090 funds tracked by Wall St. Rank held American Water Works as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.