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MorganRosel Wealth Management’s Waters Corp WAT Stock Holding History

MorganRosel 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
2022
Q1 		– Sell
-1,912
Closed -$712K – 98
2021
Q4 		$712K Buy
+1,912
New +$669K 0.35% 56

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Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
State Street
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Massachusetts Financial Services
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MorganRosel Wealth Management's WAT Position: Q1 2022 in Review

MorganRosel Wealth Management sold out of Waters Corp (WAT) in Q1 2022, closing a stake of 1,912 shares — an estimated $712K sold.

MorganRosel Wealth Management first reported a position in WAT in Q4 2021 and held it in 1 quarter. The position peaked at $712K in Q4 2021. 660 funds tracked by Wall St. Rank hold WAT as of Q1 2022.

  • MorganRosel Wealth Management reported no remaining Waters Corp position as of Q1 2022 after selling out during the quarter.
  • MorganRosel Wealth Management sold 1,912 Waters Corp shares in Q1 2022, an estimated $712K.
  • MorganRosel Wealth Management first reported a position in Waters Corp in Q4 2021 and held it in 1 quarter.
  • MorganRosel Wealth Management's Waters Corp position peaked at $712K in Q4 2021.
  • 660 funds tracked by Wall St. Rank held Waters Corp as of Q1 2022.

Based on MorganRosel Wealth Management's 13F filing for Q1 2022, filed 22 Apr 2022.