Wealthcare Capital Management’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
2021
Q2
Sell
-8
Closed -$1K 129
2021
Q1
$1K Buy
+8
New +$1.21K ﹤0.01% 650
2020
Q1
Sell
-19
Closed -$2K 279
2019
Q4
$2K Buy
+19
New +$2.3K ﹤0.01% 394
2015
Q2
Sell
-134
Closed -$7K 419
2015
Q1
$7K Buy
+134
New +$7.29K ﹤0.01% 554

Other funds holding AWK

Wealthcare Capital Management's AWK Position: Q2 2021 in Review

Wealthcare Capital Management sold out of American Water Works (AWK) in Q2 2021, closing a stake of 8 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in AWK in Q1 2015 and held it in 3 quarters. The position peaked at $7K in Q1 2015. 963 funds tracked by Wall St. Rank hold AWK as of Q2 2021.

  • Wealthcare Capital Management reported no remaining American Water Works position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 8 American Water Works shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in American Water Works in Q1 2015 and held it in 3 quarters.
  • Wealthcare Capital Management's American Water Works position peaked at $7K in Q1 2015.
  • 963 funds tracked by Wall St. Rank held American Water Works as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.