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Cassady Schiller Wealth Management’s Waters Corp WAT Stock Holding History

Cassady Schiller 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
Q4 		$2.23K Buy
+6
New +$2.19K ﹤0.01% 549
2022
Q1 		– Sell
-2
Closed -$1K – 598
2021
Q4 		$1K Buy
+2
New +$700 ﹤0.01% 526

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Cassady Schiller Wealth Management's WAT Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Waters Corp (WAT) in Q4 2024: 6 shares worth $2.23K. The stake represents ﹤0.01% of the portfolio and ranks #549 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in WAT as recently as Q4 2021.

Cassady Schiller Wealth Management first reported a position in WAT in Q4 2021 and has held it in 2 quarters since. 759 funds tracked by Wall St. Rank hold WAT as of Q4 2024.

  • Cassady Schiller Wealth Management held 6 shares of Waters Corp worth $2.23K as of Q4 2024.
  • Waters Corp was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Waters Corp made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #549 holding.
  • Cassady Schiller Wealth Management first reported a position in Waters Corp in Q4 2021 and has held it in 2 quarters since.
  • 759 funds tracked by Wall St. Rank held Waters Corp as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.