KWAG
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Kiely Wealth Advisory Group’s American Water Works AWK Stock Holding History

Kiely Wealth Advisory Group’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 		$4.06K Hold
33
– – ﹤0.01% 261
2024
Q3 		$4.38K Hold
33
– – ﹤0.01% 255
2024
Q2 		$4.77K Buy
+33
New +$4.17K ﹤0.01% 233

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

Kiely Wealth Advisory Group's AWK Position: Q4 2024 in Review

Kiely Wealth Advisory Group held its American Water Works (AWK) position steady in Q4 2024 at 33 shares worth $4.06K. The position accounts for ﹤0.01% of the portfolio, ranked #261.

Kiely Wealth Advisory Group first reported a position in AWK in Q2 2024 and has held it in 3 quarters since. The position peaked at $4.77K in Q2 2024. 1,090 funds tracked by Wall St. Rank hold AWK as of Q4 2024.

  • Kiely Wealth Advisory Group held 33 shares of American Water Works worth $4.06K as of Q4 2024.
  • Kiely Wealth Advisory Group left its American Water Works share count unchanged in Q4 2024.
  • American Water Works made up ﹤0.01% of Kiely Wealth Advisory Group's portfolio in Q4 2024, its #261 holding.
  • Kiely Wealth Advisory Group first reported a position in American Water Works in Q2 2024 and has held it in 3 quarters since.
  • Kiely Wealth Advisory Group's American Water Works position peaked at $4.77K in Q2 2024.
  • 1,090 funds tracked by Wall St. Rank held American Water Works as of Q4 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q4 2024, filed 12 Feb 2025.