Tyler-Stone Wealth Management’s American Water Works AWK Stock Holding History

Tyler-Stone 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 Q1	–	Sell	-1	Closed	-$220	–	966
2023 Q4	$220	Buy	+1	New	+$126	﹤0.01%	917
2022 Q1	–	Sell	-1	Closed	-$1K	–	833
2021 Q4	$1K	Buy	+1	New	+$175	﹤0.01%	836

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

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

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

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

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

Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tyler-Stone Wealth Management's AWK Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of American Water Works (AWK) in Q3 2024, closing a stake of 200 shares — an estimated $25.8K sold.

Tyler-Stone Wealth Management first reported a position in AWK in Q4 2021 and held it in 10 quarters. The position peaked at $38K in Q4 2021. 1,066 funds tracked by Wall St. Rank hold AWK as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining American Water Works position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 200 American Water Works shares in Q3 2024, an estimated $25.8K.
Tyler-Stone Wealth Management first reported a position in American Water Works in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's American Water Works position peaked at $38K in Q4 2021.
1,066 funds tracked by Wall St. Rank held American Water Works as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.