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

HHM 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
2022 Q4	–	Sell	-50	Closed	-$7K	–	697
2022 Q3	$7K	Sell	50 -335	-87%	-$50.4K	﹤0.01%	480
2022 Q2	$57K	Hold	385	–	–	0.01%	264
2022 Q1	$64K	Sell	385 -7	-2%	-$1.11K	0.02%	268
2021 Q4	$74K	Hold	392	–	–	0.02%	257
2021 Q3	$66K	Buy	392 +1	+0.3%	+$175	0.02%	262
2021 Q2	$60K	Hold	391	–	–	0.02%	273
2021 Q1	$59K	Buy	391 +25	+7%	+$3.79K	0.02%	255
2020 Q4	$56K	Buy	366 +31	+9%	+$4.77K	0.02%	244
2020 Q3	$49K	Hold	335	–	–	0.02%	225
2020 Q2	$43K	Hold	335	–	–	0.02%	240
2020 Q1	$40K	Buy	+335	New	+$43.2K	0.02%	229

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HHM Wealth Advisors's AWK Position: Q4 2022 in Review

HHM Wealth Advisors sold out of American Water Works (AWK) in Q4 2022, closing a stake of 50 shares — an estimated $7K sold.

HHM Wealth Advisors first reported a position in AWK in Q1 2020 and held it in 11 quarters. The position peaked at $74K in Q4 2021. 1,020 funds tracked by Wall St. Rank hold AWK as of Q4 2022.

HHM Wealth Advisors reported no remaining American Water Works position as of Q4 2022 after selling out during the quarter.
HHM Wealth Advisors sold 50 American Water Works shares in Q4 2022, an estimated $7K.
HHM Wealth Advisors first reported a position in American Water Works in Q1 2020 and held it in 11 quarters.
HHM Wealth Advisors's American Water Works position peaked at $74K in Q4 2021.
1,020 funds tracked by Wall St. Rank held American Water Works as of Q4 2022.

Based on HHM Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.