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Concord Wealth Partners’s Waters Corp WAT Stock Holding History

Concord Wealth Partners’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
2025
Q1 		– Sell
-1
Closed -$371 – 982
2024
Q4 		$371 Hold
1
– – ﹤0.01% 878
2024
Q3 		$360 Buy
+1
New +$326 ﹤0.01% 912
2024
Q2 		– Sell
-115
Closed -$39.6K – 915
2024
Q1 		$39.6K Sell
115
-151
-57% -$49.6K 0.01% 390
2023
Q4 		$87.6K Sell
266
-17
-6% -$4.7K 0.02% 288
2023
Q3 		$77.6K Buy
+283
New +$78.2K 0.02% 317

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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
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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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Concord Wealth Partners's WAT Position: Q1 2025 in Review

Concord Wealth Partners sold out of Waters Corp (WAT) in Q1 2025, closing a stake of 1 share — an estimated $371 sold.

Concord Wealth Partners first reported a position in WAT in Q3 2023 and held it in 5 quarters. The position peaked at $87.6K in Q4 2023. 763 funds tracked by Wall St. Rank hold WAT as of Q1 2025.

  • Concord Wealth Partners reported no remaining Waters Corp position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 1 Waters Corp share in Q1 2025, an estimated $371.
  • Concord Wealth Partners first reported a position in Waters Corp in Q3 2023 and held it in 5 quarters.
  • Concord Wealth Partners's Waters Corp position peaked at $87.6K in Q4 2023.
  • 763 funds tracked by Wall St. Rank held Waters Corp as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.