LWS Wealth Advisors’s American Water Works AWK Stock Holding History

LWS Wealth Advisors’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
2023 Q4	$484K	Buy	+3,666	New	+$462K	0.18%	47

Other funds holding AWK

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LWS Wealth Advisors's AWK Position: Q4 2023 in Review

LWS Wealth Advisors opened a new position in American Water Works (AWK) in Q4 2023: 3,666 shares worth $484K. The stake represents 0.18% of the portfolio and ranks #47 among its holdings.

1,057 funds tracked by Wall St. Rank hold AWK as of Q4 2023.

LWS Wealth Advisors held 3,666 shares of American Water Works worth $484K as of Q4 2023.
American Water Works was a new LWS Wealth Advisors position in Q4 2023.
American Water Works made up 0.18% of LWS Wealth Advisors's portfolio in Q4 2023, its #47 holding.
1,057 funds tracked by Wall St. Rank held American Water Works as of Q4 2023.

Based on LWS Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.