EPG Wealth Management’s Waters Corp WAT Stock Holding History

EPG 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
2020 Q2	–	Sell	-20	Closed	-$4K	–	769
2020 Q1	$4K	Hold	20	–	–	﹤0.01%	642
2019 Q4	$5K	Buy	+20	New	+$4.42K	﹤0.01%	525

Other funds holding WAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

EPG Wealth Management's WAT Position: Q2 2020 in Review

EPG Wealth Management sold out of Waters Corp (WAT) in Q2 2020, closing a stake of 20 shares — an estimated $4K sold.

EPG Wealth Management first reported a position in WAT in Q4 2019 and held it in 2 quarters. The position peaked at $5K in Q4 2019. 541 funds tracked by Wall St. Rank hold WAT as of Q2 2020.

EPG Wealth Management reported no remaining Waters Corp position as of Q2 2020 after selling out during the quarter.
EPG Wealth Management sold 20 Waters Corp shares in Q2 2020, an estimated $4K.
EPG Wealth Management first reported a position in Waters Corp in Q4 2019 and held it in 2 quarters.
EPG Wealth Management's Waters Corp position peaked at $5K in Q4 2019.
541 funds tracked by Wall St. Rank held Waters Corp as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.