FCI
WAT icon

Financial Counselors Inc’s Waters Corp WAT Stock Holding History

Financial Counselors Inc’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
Q4 		– Sell
-743
Closed -$267K – 606
2024
Q3 		$267K Buy
+743
New +$242K ﹤0.01% 525

Other funds holding WAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FIS
Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return

Financial Counselors Inc's WAT Position: Q4 2024 in Review

Financial Counselors Inc sold out of Waters Corp (WAT) in Q4 2024, closing a stake of 743 shares — an estimated $267K sold.

Financial Counselors Inc first reported a position in WAT in Q3 2024 and held it in 1 quarter. The position peaked at $267K in Q3 2024. 759 funds tracked by Wall St. Rank hold WAT as of Q4 2024.

  • Financial Counselors Inc reported no remaining Waters Corp position as of Q4 2024 after selling out during the quarter.
  • Financial Counselors Inc sold 743 Waters Corp shares in Q4 2024, an estimated $267K.
  • Financial Counselors Inc first reported a position in Waters Corp in Q3 2024 and held it in 1 quarter.
  • Financial Counselors Inc's Waters Corp position peaked at $267K in Q3 2024.
  • 759 funds tracked by Wall St. Rank held Waters Corp as of Q4 2024.

Based on Financial Counselors Inc's 13F filing for Q4 2024, filed 12 Feb 2025.