Valley Wealth Managers’s American Water Works AWK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q3
Sell
-130
Closed -$16.8K 408
2024
Q2
$16.8K Buy
+130
New +$16.4K ﹤0.01% 272
2022
Q4
Sell
-425
Closed -$55K 377
2022
Q3
$55K Buy
+425
New +$64K 0.01% 235

Other funds holding AWK

Valley Wealth Managers's AWK Position: Q3 2024 in Review

Valley Wealth Managers sold out of American Water Works (AWK) in Q3 2024, closing a stake of 130 shares — an estimated $16.8K sold.

Valley Wealth Managers first reported a position in AWK in Q3 2022 and held it in 2 quarters. The position peaked at $55K in Q3 2022. 1,066 funds tracked by Wall St. Rank hold AWK as of Q3 2024.

  • Valley Wealth Managers reported no remaining American Water Works position as of Q3 2024 after selling out during the quarter.
  • Valley Wealth Managers sold 130 American Water Works shares in Q3 2024, an estimated $16.8K.
  • Valley Wealth Managers first reported a position in American Water Works in Q3 2022 and held it in 2 quarters.
  • Valley Wealth Managers's American Water Works position peaked at $55K in Q3 2022.
  • 1,066 funds tracked by Wall St. Rank held American Water Works as of Q3 2024.

Based on Valley Wealth Managers's 13F filing for Q3 2024, filed 6 Nov 2024.