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Evermay Wealth Management’s Waters Corp WAT Stock Holding History

Evermay 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
Q1 		– Sell
-1
Closed -$330 – 730
2023
Q4 		$330 Buy
+1
New +$276 ﹤0.01% 646

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Evermay Wealth Management's WAT Position: Q1 2024 in Review

Evermay Wealth Management sold out of Waters Corp (WAT) in Q1 2024, closing a stake of 1 share — an estimated $330 sold.

Evermay Wealth Management first reported a position in WAT in Q4 2023 and held it in 1 quarter. The position peaked at $330 in Q4 2023. 688 funds tracked by Wall St. Rank hold WAT as of Q1 2024.

  • Evermay Wealth Management reported no remaining Waters Corp position as of Q1 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 1 Waters Corp share in Q1 2024, an estimated $330.
  • Evermay Wealth Management first reported a position in Waters Corp in Q4 2023 and held it in 1 quarter.
  • Evermay Wealth Management's Waters Corp position peaked at $330 in Q4 2023.
  • 688 funds tracked by Wall St. Rank held Waters Corp as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.