Altus Wealth Group’s Waters Corp WAT Stock Holding History

Altus Wealth Group’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 Q1	–	Sell	-25	Closed	-$6K	–	762
2020 Q4	$6K	Buy	+25	New	+$5.67K	0.01%	638

Other funds holding WAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Altus Wealth Group's WAT Position: Q1 2021 in Review

Altus Wealth Group sold out of Waters Corp (WAT) in Q1 2021, closing a stake of 25 shares — an estimated $6K sold.

Altus Wealth Group first reported a position in WAT in Q4 2020 and held it in 1 quarter. The position peaked at $6K in Q4 2020. 597 funds tracked by Wall St. Rank hold WAT as of Q1 2021.

Altus Wealth Group reported no remaining Waters Corp position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 25 Waters Corp shares in Q1 2021, an estimated $6K.
Altus Wealth Group first reported a position in Waters Corp in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Waters Corp position peaked at $6K in Q4 2020.
597 funds tracked by Wall St. Rank held Waters Corp as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.