IndexIQ Advisors’s Waters Corp WAT Stock Holding History

IndexIQ 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
2022 Q1	$315K	Sell	1,016 -10	-1%	-$3.25K	0.01%	973
2021 Q4	$382K	Sell	1,026 -39	-4%	-$13.6K	0.01%	816
2021 Q3	$381K	Buy	1,065 +45	+4%	+$17.6K	0.01%	866
2021 Q2	$353K	Buy	1,020 +30	+3%	+$9.49K	0.01%	898
2021 Q1	$281K	Buy	990 +126	+15%	+$34.4K	0.01%	961
2020 Q4	$214K	Buy	864 +404	+88%	+$91.5K	0.01%	890
2020 Q3	$90K	Buy	460 +277	+151%	+$57.6K	﹤0.01%	940
2020 Q2	$33K	Buy	183 +161	+732%	+$30.4K	﹤0.01%	973
2020 Q1	$4K	Hold	22	–	–	﹤0.01%	920
2019 Q4	$5K	Buy	+22	New	+$4.86K	﹤0.01%	741

Other funds holding WAT

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

IndexIQ Advisors's WAT Position: Q1 2022 in Review

IndexIQ Advisors reduced its Waters Corp (WAT) stake by 0.97% in Q1 2022, selling an estimated $3.25K and leaving 1,016 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #973.

IndexIQ Advisors first reported a position in WAT in Q4 2019 and has held it in 10 quarters since. The position peaked at $382K in Q4 2021. 660 funds tracked by Wall St. Rank hold WAT as of Q1 2022.

IndexIQ Advisors held 1,016 shares of Waters Corp worth $315K as of Q1 2022.
IndexIQ Advisors sold 10 Waters Corp shares in Q1 2022, an estimated $3.25K.
Waters Corp made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #973 holding.
IndexIQ Advisors first reported a position in Waters Corp in Q4 2019 and has held it in 10 quarters since.
IndexIQ Advisors's Waters Corp position peaked at $382K in Q4 2021.
660 funds tracked by Wall St. Rank held Waters Corp as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.