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BKM Wealth Management’s Waters Corp WAT Stock Holding History

BKM 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
2024
Q1 		– Sell
-44
Closed -$14.5K – 557
2023
Q4 		$14.5K Buy
+44
New +$12.2K 0.01% 421

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FIS
Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return

BKM Wealth Management's WAT Position: Q1 2024 in Review

BKM Wealth Management sold out of Waters Corp (WAT) in Q1 2024, closing a stake of 44 shares — an estimated $14.5K sold.

BKM Wealth Management first reported a position in WAT in Q4 2023 and held it in 1 quarter. The position peaked at $14.5K in Q4 2023. 688 funds tracked by Wall St. Rank hold WAT as of Q1 2024.

  • BKM Wealth Management reported no remaining Waters Corp position as of Q1 2024 after selling out during the quarter.
  • BKM Wealth Management sold 44 Waters Corp shares in Q1 2024, an estimated $14.5K.
  • BKM Wealth Management first reported a position in Waters Corp in Q4 2023 and held it in 1 quarter.
  • BKM Wealth Management's Waters Corp position peaked at $14.5K in Q4 2023.
  • 688 funds tracked by Wall St. Rank held Waters Corp as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.