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

Sutton Wealth Advisors’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
2023 Q3	$3.34K	Buy	+27	New	+$3.79K	﹤0.01%	646
2022 Q4	–	Sell	-31	Closed	-$4.04K	–	1662
2022 Q3	$4.04K	Sell	31 -5	-14%	-$753	﹤0.01%	1106
2022 Q2	$5.36K	Buy	36 +4	+13%	+$609	﹤0.01%	1057
2022 Q1	$5.3K	Buy	32 +24	+300%	+$3.8K	﹤0.01%	1075
2021 Q4	$1.51K	Hold	8	–	–	﹤0.01%	1242
2021 Q3	$1.35K	Hold	8	–	–	﹤0.01%	1218
2021 Q2	$1.23K	Hold	8	–	–	﹤0.01%	1212
2021 Q1	$1.2K	Sell	8 -4	-33%	-$606	﹤0.01%	1189
2020 Q4	$1.84K	Buy	12 +9	+300%	+$1.39K	﹤0.01%	1116
2020 Q3	$435	Hold	3	–	–	﹤0.01%	1189
2020 Q2	$386	Sell	3 -70	-96%	-$8.72K	﹤0.01%	1177
2020 Q1	$8.73K	Sell	73 -3	-4%	-$387	0.01%	692
2019 Q4	$9.34K	Hold	76	–	–	﹤0.01%	840
2019 Q3	$9.44K	Buy	76 +6	+9%	+$724	0.01%	798
2019 Q2	$8.12K	Hold	70	–	–	﹤0.01%	827
2019 Q1	$7.3K	Hold	70	–	–	﹤0.01%	858
2018 Q4	$6.35K	Hold	70	–	–	﹤0.01%	842
2018 Q3	$6.16K	Sell	70 -102	-59%	-$8.97K	﹤0.01%	872
2018 Q2	$14.7K	Hold	172	–	–	0.01%	718
2018 Q1	$14.1K	Hold	172	–	–	0.01%	694
2017 Q4	$15.7K	Hold	172	–	–	0.01%	636
2017 Q3	$13.9K	Hold	172	–	–	0.01%	666
2017 Q2	$13.4K	Hold	172	–	–	0.01%	671
2017 Q1	$13.4K	Hold	172	–	–	0.01%	640
2016 Q4	$12.4K	Buy	172 +2	+1%	+$145	0.01%	631
2016 Q3	$12.7K	Buy	+170	New	+$13.3K	0.01%	596

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

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

Sutton Wealth Advisors's AWK Position: Q3 2023 in Review

Sutton Wealth Advisors opened a new position in American Water Works (AWK) in Q3 2023: 27 shares worth $3.34K. The stake represents ﹤0.01% of the portfolio and ranks #646 among its holdings. This is a return to the name: Sutton Wealth Advisors previously reported a position in AWK as recently as Q3 2022.

Sutton Wealth Advisors first reported a position in AWK in Q3 2016 and has held it in 26 quarters since. The position peaked at $15.7K in Q4 2017. 1,014 funds tracked by Wall St. Rank hold AWK as of Q3 2023.

Sutton Wealth Advisors held 27 shares of American Water Works worth $3.34K as of Q3 2023.
American Water Works was a new Sutton Wealth Advisors position in Q3 2023.
American Water Works made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #646 holding.
Sutton Wealth Advisors first reported a position in American Water Works in Q3 2016 and has held it in 26 quarters since.
Sutton Wealth Advisors's American Water Works position peaked at $15.7K in Q4 2017.
1,014 funds tracked by Wall St. Rank held American Water Works as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.