WealthStone’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
Q1
$283K Buy
1,889
+7
+0.4% +$1.06K 0.1% 173
2020
Q4
$289K Buy
1,882
+7
+0.4% +$1.08K 0.1% 142
2020
Q3
$272K Buy
+1,875
New +$266K 0.12% 117

Other funds holding AWK

WealthStone's AWK Position: Q1 2021 in Review

WealthStone increased its American Water Works (AWK) stake by 0.37% in Q1 2021, buying an estimated $1.06K and bringing the position to 1,889 shares worth $283K. The position accounts for 0.1% of the portfolio, ranked #173.

WealthStone first reported a position in AWK in Q3 2020 and has held it in 3 quarters since. The position peaked at $289K in Q4 2020. 950 funds tracked by Wall St. Rank hold AWK as of Q1 2021.

  • WealthStone held 1,889 shares of American Water Works worth $283K as of Q1 2021.
  • WealthStone bought 7 American Water Works shares in Q1 2021, an estimated $1.06K.
  • American Water Works made up 0.1% of WealthStone's portfolio in Q1 2021, its #173 holding.
  • WealthStone first reported a position in American Water Works in Q3 2020 and has held it in 3 quarters since.
  • WealthStone's American Water Works position peaked at $289K in Q4 2020.
  • 950 funds tracked by Wall St. Rank held American Water Works as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.