MPS Loria Financial Planners’s American Water Works AWK Stock Holding History

MPS Loria Financial Planners’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
2021 Q2	–	Sell	-300	Closed	-$44K	–	136
2021 Q1	$44K	Hold	300	–	–	0.02%	173
2020 Q4	$45K	Hold	300	–	–	0.02%	165
2020 Q3	$43K	Hold	300	–	–	0.02%	153
2020 Q2	$39K	Buy	+300	New	+$37.4K	0.02%	159
2017 Q3	–	Sell	-300	Closed	-$25K	–	98
2017 Q2	$25K	Buy	+300	New	+$23.6K	0.02%	211

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MPS Loria Financial Planners's AWK Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of American Water Works (AWK) in Q2 2021, closing a stake of 300 shares — an estimated $44K sold.

MPS Loria Financial Planners first reported a position in AWK in Q2 2017 and held it in 5 quarters. The position peaked at $45K in Q4 2020. 963 funds tracked by Wall St. Rank hold AWK as of Q2 2021.

MPS Loria Financial Planners reported no remaining American Water Works position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 300 American Water Works shares in Q2 2021, an estimated $44K.
MPS Loria Financial Planners first reported a position in American Water Works in Q2 2017 and held it in 5 quarters.
MPS Loria Financial Planners's American Water Works position peaked at $45K in Q4 2020.
963 funds tracked by Wall St. Rank held American Water Works as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.