MBFW
WAT icon

Morton Brown Family Wealth’s Waters Corp WAT Stock Holding History

Morton Brown Family Wealth’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
-2
Closed -$1K – 214
2021
Q4 		$1K Buy
+2
New +$700 ﹤0.01% 214

Other funds holding WAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Morton Brown Family Wealth's WAT Position: Q1 2022 in Review

Morton Brown Family Wealth sold out of Waters Corp (WAT) in Q1 2022, closing a stake of 2 shares — an estimated $1K sold.

Morton Brown Family Wealth first reported a position in WAT in Q4 2021 and held it in 1 quarter. The position peaked at $1K in Q4 2021. 659 funds tracked by Wall St. Rank hold WAT as of Q1 2022.

  • Morton Brown Family Wealth reported no remaining Waters Corp position as of Q1 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 2 Waters Corp shares in Q1 2022, an estimated $1K.
  • Morton Brown Family Wealth first reported a position in Waters Corp in Q4 2021 and held it in 1 quarter.
  • Morton Brown Family Wealth's Waters Corp position peaked at $1K in Q4 2021.
  • 659 funds tracked by Wall St. Rank held Waters Corp as of Q1 2022.

Based on Morton Brown Family Wealth's 13F filing for Q1 2022, filed 20 Apr 2022.