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Dixon Hughes Goodman Wealth Advisors’s Waters Corp WAT Stock Holding History

Dixon Hughes Goodman 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
-10
Closed -$4K – 1074
2021
Q4 		$4K Buy
+10
New +$3.5K ﹤0.01% 608

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dixon Hughes Goodman Wealth Advisors's WAT Position: Q1 2022 in Review

Dixon Hughes Goodman Wealth Advisors sold out of Waters Corp (WAT) in Q1 2022, closing a stake of 10 shares — an estimated $4K sold.

Dixon Hughes Goodman Wealth Advisors first reported a position in WAT in Q4 2021 and held it in 1 quarter. The position peaked at $4K in Q4 2021. 659 funds tracked by Wall St. Rank hold WAT as of Q1 2022.

  • Dixon Hughes Goodman Wealth Advisors reported no remaining Waters Corp position as of Q1 2022 after selling out during the quarter.
  • Dixon Hughes Goodman Wealth Advisors sold 10 Waters Corp shares in Q1 2022, an estimated $4K.
  • Dixon Hughes Goodman Wealth Advisors first reported a position in Waters Corp in Q4 2021 and held it in 1 quarter.
  • Dixon Hughes Goodman Wealth Advisors's Waters Corp position peaked at $4K in Q4 2021.
  • 659 funds tracked by Wall St. Rank held Waters Corp as of Q1 2022.

Based on Dixon Hughes Goodman Wealth Advisors's 13F filing for Q1 2022, filed 4 Apr 2022.