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Financial Advocates Investment Management’s Waters Corp WAT Stock Holding History

Financial Advocates Investment 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
2022
Q4 		– Sell
-22,536
Closed -$444K – 879
2022
Q3 		$444K Buy
+22,536
New +$7.19M 0.04% 444

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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FIS
Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Advocates Investment Management's WAT Position: Q4 2022 in Review

Financial Advocates Investment Management sold out of Waters Corp (WAT) in Q4 2022, closing a stake of 22,536 shares — an estimated $444K sold.

Financial Advocates Investment Management first reported a position in WAT in Q3 2022 and held it in 1 quarter. The position peaked at $444K in Q3 2022. 653 funds tracked by Wall St. Rank hold WAT as of Q4 2022.

  • Financial Advocates Investment Management reported no remaining Waters Corp position as of Q4 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 22,536 Waters Corp shares in Q4 2022, an estimated $444K.
  • Financial Advocates Investment Management first reported a position in Waters Corp in Q3 2022 and held it in 1 quarter.
  • Financial Advocates Investment Management's Waters Corp position peaked at $444K in Q3 2022.
  • 653 funds tracked by Wall St. Rank held Waters Corp as of Q4 2022.

Based on Financial Advocates Investment Management's 13F filing for Q4 2022, filed 15 Feb 2023.