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Personal Wealth Partners’s American Water Works AWK Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-12
Closed -$2K – 103
2021
Q2 		$2K Buy
+12
New +$1.87K ﹤0.01% 370
2020
Q1 		– Sell
-12
Closed -$1K – 105
2019
Q4 		$1K Hold
12
– – ﹤0.01% 384
2019
Q3 		$1K Buy
+12
New +$1.45K ﹤0.01% 393

Other funds holding AWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Personal Wealth Partners's AWK Position: Q3 2021 in Review

Personal Wealth Partners sold out of American Water Works (AWK) in Q3 2021, closing a stake of 12 shares — an estimated $2K sold.

Personal Wealth Partners first reported a position in AWK in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q2 2021. 985 funds tracked by Wall St. Rank hold AWK as of Q3 2021.

  • Personal Wealth Partners reported no remaining American Water Works position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 12 American Water Works shares in Q3 2021, an estimated $2K.
  • Personal Wealth Partners first reported a position in American Water Works in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's American Water Works position peaked at $2K in Q2 2021.
  • 985 funds tracked by Wall St. Rank held American Water Works as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.