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Liberty One Investment Management’s American Water Works AWK Stock Holding History

Liberty One Investment Management’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 		– Sell
-19
Closed -$2.83K – 150
2024
Q3 		$2.83K Sell
19
-103
-84% -$14.6K ﹤0.01% 162
2024
Q2 		$16K Sell
122
-6
-5% -$759 ﹤0.01% 168
2024
Q1 		$15.6K Buy
128
+7
+6% +$861 ﹤0.01% 176
2023
Q4 		$16K Buy
121
+63
+109% +$7.94K ﹤0.01% 160
2023
Q3 		$7.17K Buy
58
+8
+16% +$1.12K ﹤0.01% 148
2023
Q2 		$7.08K Buy
50
+1
+2% +$147 ﹤0.01% 156
2023
Q1 		$7.23K Buy
+49
New +$7.26K ﹤0.01% 155
2022
Q2 		– Sell
-8
Closed -$1K – 136
2022
Q1 		$1K Buy
+8
New +$1.27K ﹤0.01% 149

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

Liberty One Investment Management's AWK Position: Q4 2024 in Review

Liberty One Investment Management sold out of American Water Works (AWK) in Q4 2024, closing a stake of 19 shares — an estimated $2.83K sold.

Liberty One Investment Management first reported a position in AWK in Q1 2022 and held it in 8 quarters. The position peaked at $16K in Q2 2024. 1,090 funds tracked by Wall St. Rank hold AWK as of Q4 2024.

  • Liberty One Investment Management reported no remaining American Water Works position as of Q4 2024 after selling out during the quarter.
  • Liberty One Investment Management sold 19 American Water Works shares in Q4 2024, an estimated $2.83K.
  • Liberty One Investment Management first reported a position in American Water Works in Q1 2022 and held it in 8 quarters.
  • Liberty One Investment Management's American Water Works position peaked at $16K in Q2 2024.
  • 1,090 funds tracked by Wall St. Rank held American Water Works as of Q4 2024.

Based on Liberty One Investment Management's 13F filing for Q4 2024, filed 16 Jan 2025.