Moran Wealth Management’s American Water Works AWK Stock Holding History

Moran Wealth 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 Q2	–	Sell	-23,209	Closed	-$2.84M	–	390
2024 Q1	$2.84M	Sell	23,209 -1,926	-8%	-$237K	0.09%	230
2023 Q4	$3.32M	Sell	25,135 -2,840	-10%	-$358K	0.12%	208
2023 Q3	$3.46M	Sell	27,975 -2,464	-8%	-$345K	0.13%	180
2023 Q2	$4.35M	Sell	30,439 -6,187	-17%	-$909K	0.16%	171
2023 Q1	$5.37M	Sell	36,626 -1,845	-5%	-$273K	0.2%	151
2022 Q4	$5.86M	Buy	+38,471	New	+$5.55M	0.22%	131

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

Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Moran Wealth Management's AWK Position: Q2 2024 in Review

Moran Wealth Management sold out of American Water Works (AWK) in Q2 2024, closing a stake of 23,209 shares — an estimated $2.84M sold.

Moran Wealth Management first reported a position in AWK in Q4 2022 and held it in 6 quarters. The position peaked at $5.86M in Q4 2022. 1,033 funds tracked by Wall St. Rank hold AWK as of Q2 2024.

Moran Wealth Management reported no remaining American Water Works position as of Q2 2024 after selling out during the quarter.
Moran Wealth Management sold 23,209 American Water Works shares in Q2 2024, an estimated $2.84M.
Moran Wealth Management first reported a position in American Water Works in Q4 2022 and held it in 6 quarters.
Moran Wealth Management's American Water Works position peaked at $5.86M in Q4 2022.
1,033 funds tracked by Wall St. Rank held American Water Works as of Q2 2024.

Based on Moran Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.