LWA
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Lenox Wealth Advisors’s Waters Corp WAT Stock Holding History

Lenox 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
2022
Q1 		$7K Buy
+21
New +$6.83K ﹤0.01% 534
2014
Q4 		– Sell
-71
Closed -$7K – 343
2014
Q3 		$7K Hold
71
– – ﹤0.01% 208
2014
Q2 		$7K Hold
71
– – ﹤0.01% 154
2014
Q1 		$8K Hold
71
– – ﹤0.01% 142
2013
Q4 		$7K Hold
71
– – ﹤0.01% 206
2013
Q3 		$8K Hold
71
– – 0.01% 119
2013
Q2 		$7K Buy
+71
New +$6.8K 0.01% 154

Other funds holding WAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return