Financial Synergies Wealth Advisors’s Waters Corp WAT Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-5	Closed	-$1.72K	–	474
2024 Q1	$1.72K	Buy	5 +2	+67%	+$657	﹤0.01%	340
2023 Q4	$1.03K	Hold	3	–	–	﹤0.01%	321
2023 Q3	$823	Hold	3	–	–	﹤0.01%	399
2023 Q2	$800	Hold	3	–	–	﹤0.01%	406
2023 Q1	$929	Hold	3	–	–	﹤0.01%	383
2022 Q4	$1.03K	Hold	3	–	–	﹤0.01%	321
2022 Q3	$809	Hold	3	–	–	﹤0.01%	324
2022 Q2	$993	Buy	+3	New	+$952	﹤0.01%	310

Other funds holding WAT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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 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 Synergies Wealth Advisors's WAT Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Waters Corp (WAT) in Q2 2024, closing a stake of 5 shares — an estimated $1.72K sold.

Financial Synergies Wealth Advisors first reported a position in WAT in Q2 2022 and held it in 8 quarters. The position peaked at $1.72K in Q1 2024. 692 funds tracked by Wall St. Rank hold WAT as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Waters Corp position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 5 Waters Corp shares in Q2 2024, an estimated $1.72K.
Financial Synergies Wealth Advisors first reported a position in Waters Corp in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Waters Corp position peaked at $1.72K in Q1 2024.
692 funds tracked by Wall St. Rank held Waters Corp as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.