WealthShield Partners’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
Q3
Sell
-282
Closed -$43K 273
2021
Q2
$43K Buy
282
+50
+22% +$7.79K 0.01% 504
2021
Q1
$35K Buy
+232
New +$35.2K 0.01% 530

Other funds holding AWK

WealthShield Partners's AWK Position: Q3 2021 in Review

WealthShield Partners sold out of American Water Works (AWK) in Q3 2021, closing a stake of 282 shares — an estimated $43K sold.

WealthShield Partners first reported a position in AWK in Q1 2021 and held it in 2 quarters. The position peaked at $43K in Q2 2021. 985 funds tracked by Wall St. Rank hold AWK as of Q3 2021.

  • WealthShield Partners reported no remaining American Water Works position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 282 American Water Works shares in Q3 2021, an estimated $43K.
  • WealthShield Partners first reported a position in American Water Works in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's American Water Works position peaked at $43K in Q2 2021.
  • 985 funds tracked by Wall St. Rank held American Water Works as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.