Lindenwold Advisors’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
Q2
Sell
-13,810
Closed -$2.02M 113
2023
Q1
$2.02M Buy
13,810
+563
+4% +$83.4K 1.25% 26
2022
Q4
$2.02M Buy
+13,247
New +$1.91M 1.35% 21

Other funds holding AWK

Lindenwold Advisors's AWK Position: Q2 2023 in Review

Lindenwold Advisors sold out of American Water Works (AWK) in Q2 2023, closing a stake of 13,810 shares — an estimated $2.02M sold.

Lindenwold Advisors first reported a position in AWK in Q4 2022 and held it in 2 quarters. The position peaked at $2.02M in Q1 2023. 1,005 funds tracked by Wall St. Rank hold AWK as of Q2 2023.

  • Lindenwold Advisors reported no remaining American Water Works position as of Q2 2023 after selling out during the quarter.
  • Lindenwold Advisors sold 13,810 American Water Works shares in Q2 2023, an estimated $2.02M.
  • Lindenwold Advisors first reported a position in American Water Works in Q4 2022 and held it in 2 quarters.
  • Lindenwold Advisors's American Water Works position peaked at $2.02M in Q1 2023.
  • 1,005 funds tracked by Wall St. Rank held American Water Works as of Q2 2023.

Based on Lindenwold Advisors's 13F filing for Q2 2023, filed 8 Aug 2023.