Resurgent Financial Advisors’s American Water Works AWK Stock Holding History

Resurgent Financial 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
2025 Q1	–	Sell	-3,659	Closed	-$456K	–	182
2024 Q4	$456K	Buy	3,659 +295	+9%	+$39.8K	0.27%	104
2024 Q3	$492K	Buy	3,364 +588	+21%	+$83.4K	0.29%	103
2024 Q2	$359K	Buy	2,776 +1,060	+62%	+$134K	0.22%	126
2024 Q1	$210K	Sell	1,716 -4	-0.2%	-$492	0.11%	175
2023 Q4	$227K	Buy	1,720 +702	+69%	+$88.5K	0.14%	154
2023 Q3	$126K	Buy	1,018 +45	+5%	+$6.31K	0.09%	199
2023 Q2	$139K	Buy	973 +4	+0.4%	+$588	0.09%	192
2023 Q1	$142K	Buy	969 +477	+97%	+$70.6K	0.09%	190
2022 Q4	$75K	Buy	+492	New	+$71K	0.04%	354

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

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

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Resurgent Financial Advisors's AWK Position: Q1 2025 in Review

Resurgent Financial Advisors sold out of American Water Works (AWK) in Q1 2025, closing a stake of 3,659 shares — an estimated $456K sold.

Resurgent Financial Advisors first reported a position in AWK in Q4 2022 and held it in 9 quarters. The position peaked at $492K in Q3 2024. 1,124 funds tracked by Wall St. Rank hold AWK as of Q1 2025.

Resurgent Financial Advisors reported no remaining American Water Works position as of Q1 2025 after selling out during the quarter.
Resurgent Financial Advisors sold 3,659 American Water Works shares in Q1 2025, an estimated $456K.
Resurgent Financial Advisors first reported a position in American Water Works in Q4 2022 and held it in 9 quarters.
Resurgent Financial Advisors's American Water Works position peaked at $492K in Q3 2024.
1,124 funds tracked by Wall St. Rank held American Water Works as of Q1 2025.

Based on Resurgent Financial Advisors's 13F filing for Q1 2025, filed 5 May 2025.