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MPS Loria Financial Planners’s Waters Corp WAT Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-10
Closed -$2K – 556
2021
Q1 		$2K Hold
10
– – ﹤0.01% 461
2020
Q4 		$3K Buy
+10
New +$2.27K ﹤0.01% 434

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Bank of New York Mellon
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
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Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

MPS Loria Financial Planners's WAT Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Waters Corp (WAT) in Q2 2021, closing a stake of 10 shares — an estimated $2K sold.

MPS Loria Financial Planners first reported a position in WAT in Q4 2020 and held it in 2 quarters. The position peaked at $3K in Q4 2020. 632 funds tracked by Wall St. Rank hold WAT as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Waters Corp position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 10 Waters Corp shares in Q2 2021, an estimated $2K.
  • MPS Loria Financial Planners first reported a position in Waters Corp in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Waters Corp position peaked at $3K in Q4 2020.
  • 632 funds tracked by Wall St. Rank held Waters Corp as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.