JWA
WAT icon

JFS Wealth Advisors’s Waters Corp WAT Stock Holding History

JFS Wealth 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
2026
Q2 		$22.5K Buy
60
+4
+7% +$1.36K ﹤0.01% 743
2026
Q1 		$16.7K Buy
56
+8
+17% +$2.74K ﹤0.01% 785
2025
Q4 		$18.2K Buy
48
+21
+78% +$7.73K ﹤0.01% 772
2025
Q3 		$8.1K Sell
27
-15
-36% -$4.53K ﹤0.01% 957
2025
Q2 		$14.7K Sell
42
-11
-21% -$3.78K ﹤0.01% 735
2025
Q1 		$19.5K Buy
53
+2
+4% +$774 ﹤0.01% 666
2024
Q4 		$18.9K Buy
51
+2
+4% +$732 ﹤0.01% 660
2024
Q3 		$17.6K Buy
49
+4
+9% +$1.3K ﹤0.01% 670
2024
Q2 		$13.1K Buy
45
+1
+2% +$319 ﹤0.01% 713
2024
Q1 		$15.1K Hold
44
– – ﹤0.01% 689
2023
Q4 		$14.5K Buy
44
+10
+29% +$2.76K ﹤0.01% 670
2023
Q3 		$9.32K Sell
34
-9
-21% -$2.49K ﹤0.01% 757
2023
Q2 		$11.5K Sell
43
-4
-9% -$1.11K ﹤0.01% 692
2023
Q1 		$14.6K Buy
47
+3
+7% +$970 ﹤0.01% 602
2022
Q4 		$15.1K Buy
44
+8
+22% +$2.53K ﹤0.01% 589
2022
Q3 		$10K Sell
36
-9
-20% -$2.87K ﹤0.01% 741
2022
Q2 		$15K Buy
45
+2
+5% +$635 ﹤0.01% 656
2022
Q1 		$13K Buy
43
+38
+760% +$12.4K ﹤0.01% 724
2021
Q4 		$2K Buy
+5
New +$1.75K ﹤0.01% 1189
2016
Q2 		– Sell
-1
Closed – – 624
2016
Q1 		$0 Buy
+1
New +$125 ﹤0.01% 664

Other funds holding WAT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DS
Dudley & Shanley Palm Beach, Florida $662M AUM 10.7% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
CCM
Carderock Capital Management Chevy Chase, Maryland $456M AUM 31.89% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return