Evoke Wealth’s Waters Corp WAT Stock Holding History

Evoke Wealth’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 Q4	–	Sell	-203	Closed	-$55K	–	1132
2022 Q3	$55K	Sell	203 -19	-9%	-$6.07K	﹤0.01%	505
2022 Q2	$73K	Buy	222 +13	+6%	+$4.13K	﹤0.01%	452
2022 Q1	$65K	Buy	209 +6	+3%	+$1.95K	﹤0.01%	489
2021 Q4	$76K	Hold	203	–	–	﹤0.01%	481
2021 Q3	$72K	Buy	203 +194	+2,156%	+$76K	﹤0.01%	467
2021 Q2	$3K	Buy	9 +6	+200%	+$1.9K	﹤0.01%	1011
2021 Q1	$1K	Hold	3	–	–	﹤0.01%	1146
2020 Q4	$1K	Hold	3	–	–	﹤0.01%	1009
2020 Q3	$1K	Hold	3	–	–	﹤0.01%	990
2020 Q2	$1K	Sell	3 -3	-50%	-$567	﹤0.01%	1047
2020 Q1	$1.09K	Sell	6 -16	-73%	-$3.38K	﹤0.01%	914
2019 Q4	$5.14K	Hold	22	–	–	﹤0.01%	902
2019 Q3	$4.91K	Buy	+22	New	+$4.75K	﹤0.01%	1006

Other funds holding WAT

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Bank of New York Mellon

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

Massachusetts Financial Services

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

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return