Amplius Wealth Advisors’s Waters Corp WAT Stock Holding History

Amplius Wealth Advisors’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
2022 Q1	–	Sell	-35	Closed	-$13K	–	910
2021 Q4	$13K	Buy	+35	New	+$12.2K	﹤0.01%	556

Other funds holding WAT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Amplius Wealth Advisors's WAT Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Waters Corp (WAT) in Q1 2022, closing a stake of 35 shares — an estimated $13K sold.

Amplius Wealth Advisors first reported a position in WAT in Q4 2021 and held it in 1 quarter. The position peaked at $13K in Q4 2021. 660 funds tracked by Wall St. Rank hold WAT as of Q1 2022.

Amplius Wealth Advisors reported no remaining Waters Corp position as of Q1 2022 after selling out during the quarter.
Amplius Wealth Advisors sold 35 Waters Corp shares in Q1 2022, an estimated $13K.
Amplius Wealth Advisors first reported a position in Waters Corp in Q4 2021 and held it in 1 quarter.
Amplius Wealth Advisors's Waters Corp position peaked at $13K in Q4 2021.
660 funds tracked by Wall St. Rank held Waters Corp as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.