AWM
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Altavista Wealth Management’s Waters Corp WAT Stock Holding History

Altavista Wealth Management’s Portfolio WAT Stock Details WAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$273K Hold
734
– – 0.06% 164
2021
Q3 		$262K Buy
734
+4
+0.5% +$1.57K 0.06% 164
2021
Q2 		$252K Hold
730
– – 0.06% 168
2021
Q1 		$207K Buy
+730
New +$199K 0.05% 171

Other funds holding WAT

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Altavista Wealth Management's WAT Position: Q4 2021 in Review

Altavista Wealth Management held its Waters Corp (WAT) position steady in Q4 2021 at 734 shares worth $273K. The position accounts for 0.06% of the portfolio, ranked #164.

Altavista Wealth Management first reported a position in WAT in Q1 2021 and has held it in 4 quarters since. 666 funds tracked by Wall St. Rank hold WAT as of Q4 2021.

  • Altavista Wealth Management held 734 shares of Waters Corp worth $273K as of Q4 2021.
  • Altavista Wealth Management left its Waters Corp share count unchanged in Q4 2021.
  • Waters Corp made up 0.06% of Altavista Wealth Management's portfolio in Q4 2021, its #164 holding.
  • Altavista Wealth Management first reported a position in Waters Corp in Q1 2021 and has held it in 4 quarters since.
  • 666 funds tracked by Wall St. Rank held Waters Corp as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.