FEG
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Financial Enhancement Group’s Waters Corp WAT Stock Holding History

Financial Enhancement Group’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
-7
Closed -$2K – 324
2022
Q3 		$2K Hold
7
– – ﹤0.01% 260
2022
Q2 		$2K Hold
7
– – ﹤0.01% 259
2022
Q1 		$2K Buy
+7
New +$2.28K ﹤0.01% 272

Other funds holding WAT

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BlackRock
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Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
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 $3.38T AUM 44.17% 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 $580B AUM 38.23% 1-Year Est. Return
FIS
Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.52B AUM 8.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Financial Enhancement Group's WAT Position: Q4 2022 in Review

Financial Enhancement Group sold out of Waters Corp (WAT) in Q4 2022, closing a stake of 7 shares — an estimated $2K sold.

Financial Enhancement Group first reported a position in WAT in Q1 2022 and held it in 3 quarters. The position peaked at $2K in Q3 2022. 652 funds tracked by Wall St. Rank hold WAT as of Q4 2022.

  • Financial Enhancement Group reported no remaining Waters Corp position as of Q4 2022 after selling out during the quarter.
  • Financial Enhancement Group sold 7 Waters Corp shares in Q4 2022, an estimated $2K.
  • Financial Enhancement Group first reported a position in Waters Corp in Q1 2022 and held it in 3 quarters.
  • Financial Enhancement Group's Waters Corp position peaked at $2K in Q3 2022.
  • 652 funds tracked by Wall St. Rank held Waters Corp as of Q4 2022.

Based on Financial Enhancement Group's 13F filing for Q4 2022, filed 9 Feb 2023.