Insight Wealth Strategies’s American Water Works AWK Stock Holding History

Insight Wealth Strategies’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
2021 Q2	–	Sell	-1,648	Closed	-$247K	–	188
2021 Q1	$247K	Sell	1,648 -4	-0.2%	-$606	0.03%	197
2020 Q4	$254K	Buy	1,652 +126	+8%	+$19.4K	0.04%	190
2020 Q3	$221K	Buy	+1,526	New	+$216K	0.04%	185

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Insight Wealth Strategies's AWK Position: Q2 2021 in Review

Insight Wealth Strategies sold out of American Water Works (AWK) in Q2 2021, closing a stake of 1,648 shares — an estimated $247K sold.

Insight Wealth Strategies first reported a position in AWK in Q3 2020 and held it in 3 quarters. The position peaked at $254K in Q4 2020. 963 funds tracked by Wall St. Rank hold AWK as of Q2 2021.

Insight Wealth Strategies reported no remaining American Water Works position as of Q2 2021 after selling out during the quarter.
Insight Wealth Strategies sold 1,648 American Water Works shares in Q2 2021, an estimated $247K.
Insight Wealth Strategies first reported a position in American Water Works in Q3 2020 and held it in 3 quarters.
Insight Wealth Strategies's American Water Works position peaked at $254K in Q4 2020.
963 funds tracked by Wall St. Rank held American Water Works as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.