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Kapitalo Investimentos’s American Water Works AWK Stock Holding History

Kapitalo Investimentos’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
2023
Q4 		– Sell
-2,062
Closed -$255K – 541
2023
Q3 		$255K Buy
+2,062
New +$289K 0.03% 228

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
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kapitalo Investimentos's AWK Position: Q4 2023 in Review

Kapitalo Investimentos sold out of American Water Works (AWK) in Q4 2023, closing a stake of 2,062 shares — an estimated $255K sold.

Kapitalo Investimentos first reported a position in AWK in Q3 2023 and held it in 1 quarter. The position peaked at $255K in Q3 2023. 1,057 funds tracked by Wall St. Rank hold AWK as of Q4 2023.

  • Kapitalo Investimentos reported no remaining American Water Works position as of Q4 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 2,062 American Water Works shares in Q4 2023, an estimated $255K.
  • Kapitalo Investimentos first reported a position in American Water Works in Q3 2023 and held it in 1 quarter.
  • Kapitalo Investimentos's American Water Works position peaked at $255K in Q3 2023.
  • 1,057 funds tracked by Wall St. Rank held American Water Works as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.