Syverson Strege & Co’s American Water Works AWK Stock Holding History

Syverson Strege & Co’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 Q2	–	Sell	-50	Closed	-$7.33K	–	104
2023 Q1	$7.33K	Hold	50	–	–	﹤0.01%	290
2022 Q4	$7.62K	Hold	50	–	–	﹤0.01%	203
2022 Q3	$7K	Hold	50	–	–	﹤0.01%	194
2022 Q2	$7K	Hold	50	–	–	﹤0.01%	240
2022 Q1	$8K	Hold	50	–	–	0.01%	209
2021 Q4	$9K	Hold	50	–	–	0.01%	205
2021 Q3	$8K	Hold	50	–	–	0.01%	258
2021 Q2	$8K	Hold	50	–	–	0.01%	207
2021 Q1	$7K	Hold	50	–	–	0.01%	207
2020 Q4	$8K	Buy	+50	New	+$7.7K	0.01%	185

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

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 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

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

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

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

Syverson Strege & Co's AWK Position: Q2 2023 in Review

Syverson Strege & Co sold out of American Water Works (AWK) in Q2 2023, closing a stake of 50 shares — an estimated $7.33K sold.

Syverson Strege & Co first reported a position in AWK in Q4 2020 and held it in 10 quarters. The position peaked at $9K in Q4 2021. 1,005 funds tracked by Wall St. Rank hold AWK as of Q2 2023.

Syverson Strege & Co reported no remaining American Water Works position as of Q2 2023 after selling out during the quarter.
Syverson Strege & Co sold 50 American Water Works shares in Q2 2023, an estimated $7.33K.
Syverson Strege & Co first reported a position in American Water Works in Q4 2020 and held it in 10 quarters.
Syverson Strege & Co's American Water Works position peaked at $9K in Q4 2021.
1,005 funds tracked by Wall St. Rank held American Water Works as of Q2 2023.

Based on Syverson Strege & Co's 13F filing for Q2 2023, filed 4 Aug 2023.