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Triad Wealth Partners’s American Water Works AWK Stock Holding History

Triad Wealth 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
Q3 		– Sell
-107
Closed -$13.8K – 116
2024
Q2 		$13.8K Buy
+107
New +$13.5K 0.01% 410

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $94.8B AUM 24.11% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Triad Wealth Partners's AWK Position: Q3 2024 in Review

Triad Wealth Partners sold out of American Water Works (AWK) in Q3 2024, closing a stake of 107 shares — an estimated $13.8K sold.

Triad Wealth Partners first reported a position in AWK in Q2 2024 and held it in 1 quarter. The position peaked at $13.8K in Q2 2024. 1,066 funds tracked by Wall St. Rank hold AWK as of Q3 2024.

  • Triad Wealth Partners reported no remaining American Water Works position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 107 American Water Works shares in Q3 2024, an estimated $13.8K.
  • Triad Wealth Partners first reported a position in American Water Works in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's American Water Works position peaked at $13.8K in Q2 2024.
  • 1,066 funds tracked by Wall St. Rank held American Water Works as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.