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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-355
Closed -$32K 174
2018
Q4
$32K Sell
355
-104
-23% -$9.49K 0.01% 293
2018
Q3
$40K Buy
459
+100
+28% +$8.8K 0.01% 300
2018
Q2
$31K Buy
+359
New +$29.7K 0.01% 314

Other funds holding AWK

River Wealth Advisors's AWK Position: Q1 2019 in Review

River Wealth Advisors sold out of American Water Works (AWK) in Q1 2019, closing a stake of 355 shares — an estimated $32K sold.

River Wealth Advisors first reported a position in AWK in Q2 2018 and held it in 3 quarters. The position peaked at $40K in Q3 2018. 798 funds tracked by Wall St. Rank hold AWK as of Q1 2019.

  • River Wealth Advisors reported no remaining American Water Works position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 355 American Water Works shares in Q1 2019, an estimated $32K.
  • River Wealth Advisors first reported a position in American Water Works in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's American Water Works position peaked at $40K in Q3 2018.
  • 798 funds tracked by Wall St. Rank held American Water Works as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.