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Safeguard Investment Advisory Group’s American Water Works AWK Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-226
Closed -$34K – 122
2020
Q4 		$34K Buy
+226
New +$34.8K 0.03% 239

Other funds holding AWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Safeguard Investment Advisory Group's AWK Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of American Water Works (AWK) in Q1 2021, closing a stake of 226 shares — an estimated $34K sold.

Safeguard Investment Advisory Group first reported a position in AWK in Q4 2020 and held it in 1 quarter. The position peaked at $34K in Q4 2020. 953 funds tracked by Wall St. Rank hold AWK as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining American Water Works position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 226 American Water Works shares in Q1 2021, an estimated $34K.
  • Safeguard Investment Advisory Group first reported a position in American Water Works in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's American Water Works position peaked at $34K in Q4 2020.
  • 953 funds tracked by Wall St. Rank held American Water Works as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.