Laurel Wealth Planning’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
2023
Q1
Sell
-600
Closed -$91.5K 74
2022
Q4
$91.5K Hold
600
0.06% 84
2022
Q3
$78K Hold
600
0.06% 85
2022
Q2
$89K Hold
600
0.06% 85
2022
Q1
$99K Buy
+600
New +$95.1K 0.07% 94

Other funds holding AWK

Laurel Wealth Planning's AWK Position: Q1 2023 in Review

Laurel Wealth Planning sold out of American Water Works (AWK) in Q1 2023, closing a stake of 600 shares — an estimated $91.5K sold.

Laurel Wealth Planning first reported a position in AWK in Q1 2022 and held it in 4 quarters. The position peaked at $99K in Q1 2022. 1,022 funds tracked by Wall St. Rank hold AWK as of Q1 2023.

  • Laurel Wealth Planning reported no remaining American Water Works position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 600 American Water Works shares in Q1 2023, an estimated $91.5K.
  • Laurel Wealth Planning first reported a position in American Water Works in Q1 2022 and held it in 4 quarters.
  • Laurel Wealth Planning's American Water Works position peaked at $99K in Q1 2022.
  • 1,022 funds tracked by Wall St. Rank held American Water Works as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.