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WR Wealth Planners’s American Water Works AWK Stock Holding History

WR Wealth Planners’s Portfolio AWK Stock Details AWK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$1.74K Sell
14
-49
-78% -$6.61K ﹤0.01% 873
2024
Q3 		$9.21K Buy
63
+7
+13% +$992 ﹤0.01% 645
2024
Q2 		$7.23K Hold
56
– – ﹤0.01% 650
2024
Q1 		$6.84K Sell
56
-2,607
-98% -$321K ﹤0.01% 666
2023
Q4 		$351K Buy
2,663
+313
+13% +$39.5K 0.13% 135
2023
Q3 		$291K Buy
2,350
+111
+5% +$15.6K 0.11% 137
2023
Q2 		$320K Buy
2,239
+84
+4% +$12.3K 0.12% 127
2023
Q1 		$316K Buy
2,155
+69
+3% +$10.2K 0.14% 121
2022
Q4 		$318K Buy
2,086
+37
+2% +$5.34K 0.2% 81
2022
Q3 		$267K Buy
2,049
+133
+7% +$20K 0.19% 86
2022
Q2 		$285K Buy
1,916
+44
+2% +$6.7K 0.19% 92
2022
Q1 		$310K Buy
+1,872
New +$297K 0.18% 92

Other funds holding AWK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

WR Wealth Planners's AWK Position: Q4 2024 in Review

WR Wealth Planners reduced its American Water Works (AWK) stake by 78% in Q4 2024, selling an estimated $6.61K and leaving 14 shares worth $1.74K. The position accounts for ﹤0.01% of the portfolio, ranked #873.

WR Wealth Planners first reported a position in AWK in Q1 2022 and has held it in 12 quarters since. The position peaked at $351K in Q4 2023. 1,091 funds tracked by Wall St. Rank hold AWK as of Q4 2024.

  • WR Wealth Planners held 14 shares of American Water Works worth $1.74K as of Q4 2024.
  • WR Wealth Planners sold 49 American Water Works shares in Q4 2024, an estimated $6.61K.
  • American Water Works made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #873 holding.
  • WR Wealth Planners first reported a position in American Water Works in Q1 2022 and has held it in 12 quarters since.
  • WR Wealth Planners's American Water Works position peaked at $351K in Q4 2023.
  • 1,091 funds tracked by Wall St. Rank held American Water Works as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.