Sugarloaf Wealth Management’s American Water Works AWK Stock Holding History

Sugarloaf Wealth Management’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	$59.8K	Buy	481 +1	+0.2%	+$135	0.01%	281
2024 Q3	$70.2K	Buy	480 +96	+25%	+$13.6K	0.01%	273
2024 Q2	$49.6K	Hold	384	–	–	0.01%	295
2024 Q1	$46.9K	Hold	384	–	–	0.01%	295
2023 Q4	$50.7K	Hold	384	–	–	0.01%	285
2023 Q3	$47.6K	Hold	384	–	–	0.01%	291
2023 Q2	$54.8K	Hold	384	–	–	0.01%	277
2023 Q1	$56.3K	Hold	384	–	–	0.01%	273
2022 Q4	$58.5K	Hold	384	–	–	0.01%	263
2022 Q3	$50K	Hold	384	–	–	0.01%	281
2022 Q2	$57K	Hold	384	–	–	0.01%	262
2022 Q1	$64K	Hold	384	–	–	0.02%	245
2021 Q4	$73K	Hold	384	–	–	0.02%	239
2021 Q3	$65K	Hold	384	–	–	0.02%	237
2021 Q2	$59K	Hold	384	–	–	0.02%	251
2021 Q1	$58	Hold	384	–	–	0.02%	250
2020 Q4	$59K	Hold	384	–	–	0.02%	236
2020 Q3	$56K	Hold	384	–	–	0.02%	222
2020 Q2	$49K	Hold	384	–	–	0.02%	237
2020 Q1	$46K	Hold	384	–	–	0.02%	230
2019 Q4	$47K	Buy	+384	New	+$46.5K	0.02%	256

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

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

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

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Sugarloaf Wealth Management's AWK Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its American Water Works (AWK) stake by 0.21% in Q4 2024, buying an estimated $135 and bringing the position to 481 shares worth $59.8K. The position accounts for 0.01% of the portfolio, ranked #281.

Sugarloaf Wealth Management first reported a position in AWK in Q4 2019 and has held it in 21 quarters since. The position peaked at $73K in Q4 2021. 1,090 funds tracked by Wall St. Rank hold AWK as of Q4 2024.

Sugarloaf Wealth Management held 481 shares of American Water Works worth $59.8K as of Q4 2024.
Sugarloaf Wealth Management bought 1 American Water Works share in Q4 2024, an estimated $135.
American Water Works made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #281 holding.
Sugarloaf Wealth Management first reported a position in American Water Works in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's American Water Works position peaked at $73K in Q4 2021.
1,090 funds tracked by Wall St. Rank held American Water Works as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.