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Moran Wealth Management’s Waters Corp WAT Stock Holding History

Moran 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
2023
Q1 		– Sell
-24,129
Closed -$8.27M – 379
2022
Q4 		$8.27M Buy
+24,129
New +$7.63M 0.31% 105

Other funds holding WAT

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FIS
Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return

Moran Wealth Management's WAT Position: Q1 2023 in Review

Moran Wealth Management sold out of Waters Corp (WAT) in Q1 2023, closing a stake of 24,129 shares — an estimated $8.27M sold.

Moran Wealth Management first reported a position in WAT in Q4 2022 and held it in 1 quarter. The position peaked at $8.27M in Q4 2022. 674 funds tracked by Wall St. Rank hold WAT as of Q1 2023.

  • Moran Wealth Management reported no remaining Waters Corp position as of Q1 2023 after selling out during the quarter.
  • Moran Wealth Management sold 24,129 Waters Corp shares in Q1 2023, an estimated $8.27M.
  • Moran Wealth Management first reported a position in Waters Corp in Q4 2022 and held it in 1 quarter.
  • Moran Wealth Management's Waters Corp position peaked at $8.27M in Q4 2022.
  • 674 funds tracked by Wall St. Rank held Waters Corp as of Q1 2023.

Based on Moran Wealth Management's 13F filing for Q1 2023, filed 10 May 2023.