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Crewe Advisors’s Waters Corp WAT Stock Holding History

Crewe 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
2024
Q3 		– Sell
-82
Closed -$23.8K – 996
2024
Q2 		$23.8K Buy
82
+59
+257% +$18.8K ﹤0.01% 518
2024
Q1 		$7.92K Buy
+23
New +$7.56K ﹤0.01% 657
2022
Q4 		– Sell
-25
Closed -$7K – 1295
2022
Q3 		$7K Buy
25
+15
+150% +$4.79K ﹤0.01% 779
2022
Q2 		$3K Buy
+10
New +$3.17K ﹤0.01% 932
2020
Q1 		– Sell
-14
Closed -$3K – 246
2019
Q4 		$3K Buy
+14
New +$3.09K ﹤0.01% 233

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
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
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

Crewe Advisors's WAT Position: Q3 2024 in Review

Crewe Advisors sold out of Waters Corp (WAT) in Q3 2024, closing a stake of 82 shares — an estimated $23.8K sold.

Crewe Advisors first reported a position in WAT in Q4 2019 and held it in 5 quarters. The position peaked at $23.8K in Q2 2024. 693 funds tracked by Wall St. Rank hold WAT as of Q3 2024.

  • Crewe Advisors reported no remaining Waters Corp position as of Q3 2024 after selling out during the quarter.
  • Crewe Advisors sold 82 Waters Corp shares in Q3 2024, an estimated $23.8K.
  • Crewe Advisors first reported a position in Waters Corp in Q4 2019 and held it in 5 quarters.
  • Crewe Advisors's Waters Corp position peaked at $23.8K in Q2 2024.
  • 693 funds tracked by Wall St. Rank held Waters Corp as of Q3 2024.

Based on Crewe Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.