Selective Wealth Management’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
2022
Q4
Sell
-209
Closed -$27K 169
2022
Q3
$27K Buy
209
+9
+5% +$1.35K 0.01% 380
2022
Q2
$30K Sell
200
-300
-60% -$45.7K 0.01% 404
2022
Q1
$83K Hold
500
0.03% 229
2021
Q4
$94K Hold
500
0.04% 201
2021
Q3
$85K Buy
500
+300
+150% +$52.4K 0.05% 201
2021
Q2
$31K Buy
+200
New +$31.2K 0.02% 235

Other funds holding AWK

Selective Wealth Management's AWK Position: Q4 2022 in Review

Selective Wealth Management sold out of American Water Works (AWK) in Q4 2022, closing a stake of 209 shares — an estimated $27K sold.

Selective Wealth Management first reported a position in AWK in Q2 2021 and held it in 6 quarters. The position peaked at $94K in Q4 2021. 1,020 funds tracked by Wall St. Rank hold AWK as of Q4 2022.

  • Selective Wealth Management reported no remaining American Water Works position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 209 American Water Works shares in Q4 2022, an estimated $27K.
  • Selective Wealth Management first reported a position in American Water Works in Q2 2021 and held it in 6 quarters.
  • Selective Wealth Management's American Water Works position peaked at $94K in Q4 2021.
  • 1,020 funds tracked by Wall St. Rank held American Water Works as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.