IFAM
WAT icon

Institutional & Family Asset Management’s Waters Corp WAT Stock Holding History

Institutional & Family Asset Management’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 		$14.5K Hold
50
– – ﹤0.01% 381
2024
Q1 		$17.2K Hold
50
– – ﹤0.01% 347
2023
Q4 		$16.5K Sell
50
-50
-50% -$13.8K ﹤0.01% 333
2023
Q3 		$27.4K Hold
100
– – ﹤0.01% 273
2023
Q2 		$26.7K Buy
+100
New +$27.8K ﹤0.01% 280

Other funds holding WAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
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
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

Institutional & Family Asset Management's WAT Position: Q2 2024 in Review

Institutional & Family Asset Management held its Waters Corp (WAT) position steady in Q2 2024 at 50 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #381.

Institutional & Family Asset Management first reported a position in WAT in Q2 2023 and has held it in 5 quarters since. The position peaked at $27.4K in Q3 2023. 692 funds tracked by Wall St. Rank hold WAT as of Q2 2024.

  • Institutional & Family Asset Management held 50 shares of Waters Corp worth $14.5K as of Q2 2024.
  • Institutional & Family Asset Management left its Waters Corp share count unchanged in Q2 2024.
  • Waters Corp made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #381 holding.
  • Institutional & Family Asset Management first reported a position in Waters Corp in Q2 2023 and has held it in 5 quarters since.
  • Institutional & Family Asset Management's Waters Corp position peaked at $27.4K in Q3 2023.
  • 692 funds tracked by Wall St. Rank held Waters Corp as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.