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JOYN Advisors’s Waters Corp WAT Stock Holding History

JOYN 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
2019
Q1 		– Sell
-39
Closed -$7K – 1394
2018
Q4 		$7K Buy
39
+15
+63% +$2.85K ﹤0.01% 1139
2018
Q3 		$5K Buy
24
+3
+14% +$581 ﹤0.01% 1215
2018
Q2 		$4K Buy
21
+13
+163% +$2.56K ﹤0.01% 1234
2018
Q1 		$2K Buy
+8
New +$1.65K ﹤0.01% 1113

Other funds holding WAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JOYN Advisors's WAT Position: Q1 2019 in Review

JOYN Advisors sold out of Waters Corp (WAT) in Q1 2019, closing a stake of 39 shares — an estimated $7K sold.

JOYN Advisors first reported a position in WAT in Q1 2018 and held it in 4 quarters. The position peaked at $7K in Q4 2018. 606 funds tracked by Wall St. Rank hold WAT as of Q1 2019.

  • JOYN Advisors reported no remaining Waters Corp position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 39 Waters Corp shares in Q1 2019, an estimated $7K.
  • JOYN Advisors first reported a position in Waters Corp in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Waters Corp position peaked at $7K in Q4 2018.
  • 606 funds tracked by Wall St. Rank held Waters Corp as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.