Janiczek Wealth Management’s Waters Corp WAT Stock Holding History

Janiczek Wealth 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	$9.87K	Hold	34	–	–	﹤0.01%	661
2024 Q1	$11.7K	Hold	34	–	–	﹤0.01%	654
2023 Q4	$11.2K	Sell	34 -24	-41%	-$6.63K	﹤0.01%	648
2023 Q3	$15.9K	Buy	58 +54	+1,350%	+$14.9K	﹤0.01%	553
2023 Q2	$1.07K	Hold	4	–	–	﹤0.01%	838
2023 Q1	$1.23K	Sell	4 -2	-33%	-$647	﹤0.01%	821
2022 Q4	$2.01K	Hold	6	–	–	﹤0.01%	773
2022 Q3	$2K	Hold	6	–	–	﹤0.01%	791
2022 Q2	$2K	Hold	6	–	–	﹤0.01%	810
2022 Q1	$2K	Hold	6	–	–	﹤0.01%	798
2021 Q4	$2K	Hold	6	–	–	﹤0.01%	859
2021 Q3	$2K	Hold	6	–	–	﹤0.01%	836
2021 Q2	$2K	Hold	6	–	–	﹤0.01%	792
2021 Q1	$2K	Hold	6	–	–	﹤0.01%	756
2020 Q4	$1K	Buy	+6	New	+$1.36K	﹤0.01%	777

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

Janiczek Wealth Management's WAT Position: Q2 2024 in Review

Janiczek Wealth Management held its Waters Corp (WAT) position steady in Q2 2024 at 34 shares worth $9.87K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Janiczek Wealth Management first reported a position in WAT in Q4 2020 and has held it in 15 quarters since. The position peaked at $15.9K in Q3 2023. 692 funds tracked by Wall St. Rank hold WAT as of Q2 2024.

Janiczek Wealth Management held 34 shares of Waters Corp worth $9.87K as of Q2 2024.
Janiczek Wealth Management left its Waters Corp share count unchanged in Q2 2024.
Waters Corp made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #661 holding.
Janiczek Wealth Management first reported a position in Waters Corp in Q4 2020 and has held it in 15 quarters since.
Janiczek Wealth Management's Waters Corp position peaked at $15.9K in Q3 2023.
692 funds tracked by Wall St. Rank held Waters Corp as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.