Western Wealth 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
2023
Q1
Sell
-1,312
Closed -$200K 643
2022
Q4
$200K Sell
1,312
-2,457
-65% -$355K 0.02% 578
2022
Q3
$488K Buy
3,769
+215
+6% +$32.4K 0.03% 491
2022
Q2
$526K Buy
3,554
+180
+5% +$27.4K 0.03% 458
2022
Q1
$559K Buy
3,374
+1,462
+76% +$232K 0.03% 497
2021
Q4
$363K Buy
+1,912
New +$334K 0.04% 407
2021
Q2
$251K Buy
+1,638
New +$255K 0.03% 544
2020
Q4
Sell
-1,600
Closed -$232K 469
2020
Q3
$232K Buy
+1,600
New +$227K 0.04% 381

Other funds holding AWK

Western Wealth Management's AWK Position: Q1 2023 in Review

Western Wealth Management sold out of American Water Works (AWK) in Q1 2023, closing a stake of 1,312 shares — an estimated $200K sold.

Western Wealth Management first reported a position in AWK in Q3 2020 and held it in 7 quarters. The position peaked at $559K in Q1 2022. 1,022 funds tracked by Wall St. Rank hold AWK as of Q1 2023.

  • Western Wealth Management reported no remaining American Water Works position as of Q1 2023 after selling out during the quarter.
  • Western Wealth Management sold 1,312 American Water Works shares in Q1 2023, an estimated $200K.
  • Western Wealth Management first reported a position in American Water Works in Q3 2020 and held it in 7 quarters.
  • Western Wealth Management's American Water Works position peaked at $559K in Q1 2022.
  • 1,022 funds tracked by Wall St. Rank held American Water Works as of Q1 2023.

Based on Western Wealth Management's 13F filing for Q1 2023, filed 30 Aug 2023.