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Garrett Wealth Advisory Group’s Waters Corp WAT Stock Holding History

Garrett Wealth Advisory 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
2019
Q4 		– Sell
-9
Closed -$2.01K – 628
2019
Q3 		$2.01K Buy
+9
New +$1.94K ﹤0.01% 552

Other funds holding WAT

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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Garrett Wealth Advisory Group's WAT Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Waters Corp (WAT) in Q4 2019, closing a stake of 9 shares — an estimated $2.01K sold.

Garrett Wealth Advisory Group first reported a position in WAT in Q3 2019 and held it in 1 quarter. The position peaked at $2.01K in Q3 2019. 587 funds tracked by Wall St. Rank hold WAT as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Waters Corp position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 9 Waters Corp shares in Q4 2019, an estimated $2.01K.
  • Garrett Wealth Advisory Group first reported a position in Waters Corp in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Waters Corp position peaked at $2.01K in Q3 2019.
  • 587 funds tracked by Wall St. Rank held Waters Corp as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.