LWM
WAT icon

Liberty Wealth Management’s Waters Corp WAT Stock Holding History

Liberty 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
2020
Q2 		– Sell
-63
Closed -$11K – 992
2020
Q1 		$11K Hold
63
– – 0.01% 454
2019
Q4 		$15K Sell
63
-6
-9% -$1.32K 0.01% 465
2019
Q3 		$15K Buy
69
+63
+1,050% +$13.6K 0.01% 446
2019
Q2 		$1K Hold
6
– – ﹤0.01% 870
2019
Q1 		$1K Buy
+6
New +$1.37K ﹤0.01% 698

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Liberty Wealth Management's WAT Position: Q2 2020 in Review

Liberty Wealth Management sold out of Waters Corp (WAT) in Q2 2020, closing a stake of 63 shares — an estimated $11K sold.

Liberty Wealth Management first reported a position in WAT in Q1 2019 and held it in 5 quarters. The position peaked at $15K in Q4 2019. 543 funds tracked by Wall St. Rank hold WAT as of Q2 2020.

  • Liberty Wealth Management reported no remaining Waters Corp position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 63 Waters Corp shares in Q2 2020, an estimated $11K.
  • Liberty Wealth Management first reported a position in Waters Corp in Q1 2019 and held it in 5 quarters.
  • Liberty Wealth Management's Waters Corp position peaked at $15K in Q4 2019.
  • 543 funds tracked by Wall St. Rank held Waters Corp as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.