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Second Half Financial Partners’s American Water Works AWK Stock Holding History

Second Half Financial 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
2024
Q4 		– Sell
-13,113
Closed -$1.92M – 96
2024
Q3 		$1.92M Buy
+13,113
New +$1.86M 1.02% 32

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
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Second Half Financial Partners's AWK Position: Q4 2024 in Review

Second Half Financial Partners sold out of American Water Works (AWK) in Q4 2024, closing a stake of 13,113 shares — an estimated $1.92M sold.

Second Half Financial Partners first reported a position in AWK in Q3 2024 and held it in 1 quarter. The position peaked at $1.92M in Q3 2024. 1,090 funds tracked by Wall St. Rank hold AWK as of Q4 2024.

  • Second Half Financial Partners reported no remaining American Water Works position as of Q4 2024 after selling out during the quarter.
  • Second Half Financial Partners sold 13,113 American Water Works shares in Q4 2024, an estimated $1.92M.
  • Second Half Financial Partners first reported a position in American Water Works in Q3 2024 and held it in 1 quarter.
  • Second Half Financial Partners's American Water Works position peaked at $1.92M in Q3 2024.
  • 1,090 funds tracked by Wall St. Rank held American Water Works as of Q4 2024.

Based on Second Half Financial Partners's 13F filing for Q4 2024, filed 14 Feb 2025.