SEC 13F Intelligence

44 Wealth Management LLC / AWC

44 Wealth Management LLC’s American Wtr Wks Co Inc New Position

Does 44 Wealth Management LLC own American Wtr Wks Co Inc New (AWC)? Not currently — the last reported position was 38.4K shares worth $6M in Q3 2021; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$6M
Q3 2021
Shares
38.4K
% of Portfolio
+2.49%
Quarters Held
2
position exited

Position History AWC

Reported value by quarter
Q2 ’21: $6MQ2 ’21Q3 ’21: $6MQ3 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202138.4K$6M+2.49%
Q2 202138.1K$6M+2.26%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See 44 Wealth Management LLC’s full portfolio or all institutional holders of AWC.