Long Run Wealth 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
Q1
Sell
-4,722
Closed -$720K 94
2022
Q4
$720K Hold
4,722
0.26% 68
2022
Q3
$615K Hold
4,722
0.24% 69
2022
Q2
$702K Hold
4,722
0.27% 66
2022
Q1
$782K Hold
4,722
0.27% 65
2021
Q4
$893K Buy
+4,722
New +$825K 0.31% 61

Other funds holding AWK

Long Run Wealth Advisors's AWK Position: Q1 2023 in Review

Long Run Wealth Advisors sold out of American Water Works (AWK) in Q1 2023, closing a stake of 4,722 shares — an estimated $720K sold.

Long Run Wealth Advisors first reported a position in AWK in Q4 2021 and held it in 5 quarters. The position peaked at $893K in Q4 2021. 1,022 funds tracked by Wall St. Rank hold AWK as of Q1 2023.

  • Long Run Wealth Advisors reported no remaining American Water Works position as of Q1 2023 after selling out during the quarter.
  • Long Run Wealth Advisors sold 4,722 American Water Works shares in Q1 2023, an estimated $720K.
  • Long Run Wealth Advisors first reported a position in American Water Works in Q4 2021 and held it in 5 quarters.
  • Long Run Wealth Advisors's American Water Works position peaked at $893K in Q4 2021.
  • 1,022 funds tracked by Wall St. Rank held American Water Works as of Q1 2023.

Based on Long Run Wealth Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.