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Evolution Wealth Advisors’s Waters Corp WAT Stock Holding History

Evolution 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
2020
Q1 		– Sell
-10
Closed -$2K – 643
2019
Q4 		$2K Buy
+10
New +$2.21K ﹤0.01% 607

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Bank of New York Mellon
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State Street
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CIP
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evolution Wealth Advisors's WAT Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Waters Corp (WAT) in Q1 2020, closing a stake of 10 shares — an estimated $2K sold.

Evolution Wealth Advisors first reported a position in WAT in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 532 funds tracked by Wall St. Rank hold WAT as of Q1 2020.

  • Evolution Wealth Advisors reported no remaining Waters Corp position as of Q1 2020 after selling out during the quarter.
  • Evolution Wealth Advisors sold 10 Waters Corp shares in Q1 2020, an estimated $2K.
  • Evolution Wealth Advisors first reported a position in Waters Corp in Q4 2019 and held it in 1 quarter.
  • Evolution Wealth Advisors's Waters Corp position peaked at $2K in Q4 2019.
  • 532 funds tracked by Wall St. Rank held Waters Corp as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.