Mutual Advisors’s Waters Corp WAT Stock Holding History

Mutual 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
2021 Q4	–	Sell	-922	Closed	-$329K	–	936
2021 Q3	$329K	Buy	+922	New	+$361K	0.02%	687

Other funds holding WAT

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mutual Advisors's WAT Position: Q4 2021 in Review

Mutual Advisors sold out of Waters Corp (WAT) in Q4 2021, closing a stake of 922 shares — an estimated $329K sold.

Mutual Advisors first reported a position in WAT in Q3 2021 and held it in 1 quarter. The position peaked at $329K in Q3 2021. 665 funds tracked by Wall St. Rank hold WAT as of Q4 2021.

Mutual Advisors reported no remaining Waters Corp position as of Q4 2021 after selling out during the quarter.
Mutual Advisors sold 922 Waters Corp shares in Q4 2021, an estimated $329K.
Mutual Advisors first reported a position in Waters Corp in Q3 2021 and held it in 1 quarter.
Mutual Advisors's Waters Corp position peaked at $329K in Q3 2021.
665 funds tracked by Wall St. Rank held Waters Corp as of Q4 2021.

Based on Mutual Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.