Kaizen Advisory’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
2018
Q4
$42K Buy
468
+79
+20% +$7.21K 0.03% 355
2018
Q3
$34K Hold
389
0.02% 420
2018
Q2
$33K Buy
389
+220
+130% +$18.2K 0.02% 426
2018
Q1
$14K Hold
169
0.01% 398
2017
Q4
$15K Buy
+169
New +$14.9K 0.01% 372

Other funds holding AWK

Kaizen Advisory's AWK Position: Q4 2018 in Review

Kaizen Advisory increased its American Water Works (AWK) stake by 20% in Q4 2018, buying an estimated $7.21K and bringing the position to 468 shares worth $42K. The position accounts for 0.03% of the portfolio, ranked #355.

Kaizen Advisory first reported a position in AWK in Q4 2017 and has held it in 5 quarters since. 771 funds tracked by Wall St. Rank hold AWK as of Q4 2018.

  • Kaizen Advisory held 468 shares of American Water Works worth $42K as of Q4 2018.
  • Kaizen Advisory bought 79 American Water Works shares in Q4 2018, an estimated $7.21K.
  • American Water Works made up 0.03% of Kaizen Advisory's portfolio in Q4 2018, its #355 holding.
  • Kaizen Advisory first reported a position in American Water Works in Q4 2017 and has held it in 5 quarters since.
  • 771 funds tracked by Wall St. Rank held American Water Works as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.