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Lighthouse Financial Advisors’s Waters Corp WAT Stock Holding History

Lighthouse Financial 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
2020
Q1 		– Sell
-79
Closed -$18K – 274
2019
Q4 		$18K Buy
+79
New +$17.4K 0.01% 162

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lighthouse Financial Advisors's WAT Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of Waters Corp (WAT) in Q1 2020, closing a stake of 79 shares — an estimated $18K sold.

Lighthouse Financial Advisors first reported a position in WAT in Q4 2019 and held it in 1 quarter. The position peaked at $18K in Q4 2019. 532 funds tracked by Wall St. Rank hold WAT as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining Waters Corp position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 79 Waters Corp shares in Q1 2020, an estimated $18K.
  • Lighthouse Financial Advisors first reported a position in Waters Corp in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's Waters Corp position peaked at $18K in Q4 2019.
  • 532 funds tracked by Wall St. Rank held Waters Corp as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.