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Global Wealth Management Investment Advisory’s Waters Corp WAT Stock Holding History

Global Wealth Management Investment Advisory’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
-6
Closed -$1K – 727
2019
Q3 		$1K Hold
6
– – ﹤0.01% 616
2019
Q2 		$1K Hold
6
– – ﹤0.01% 668
2019
Q1 		$2K Hold
6
– – ﹤0.01% 581
2018
Q4 		$1K Buy
+6
New +$1.14K ﹤0.01% 679

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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

Global Wealth Management Investment Advisory's WAT Position: Q4 2019 in Review

Global Wealth Management Investment Advisory sold out of Waters Corp (WAT) in Q4 2019, closing a stake of 6 shares — an estimated $1K sold.

Global Wealth Management Investment Advisory first reported a position in WAT in Q4 2018 and held it in 4 quarters. The position peaked at $2K in Q1 2019. 587 funds tracked by Wall St. Rank hold WAT as of Q4 2019.

  • Global Wealth Management Investment Advisory reported no remaining Waters Corp position as of Q4 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 6 Waters Corp shares in Q4 2019, an estimated $1K.
  • Global Wealth Management Investment Advisory first reported a position in Waters Corp in Q4 2018 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's Waters Corp position peaked at $2K in Q1 2019.
  • 587 funds tracked by Wall St. Rank held Waters Corp as of Q4 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2019, filed 14 Feb 2020.