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Opal Wealth Advisors’s Waters Corp WAT Stock Holding History

Opal Wealth 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
2024
Q3 		– Sell
-22
Closed -$6.38K – 1160
2024
Q2 		$6.38K Hold
22
– – ﹤0.01% 749
2024
Q1 		$7.57K Buy
+22
New +$7.23K ﹤0.01% 254

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State Street
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AllianceBernstein
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Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FIS
Fundsmith Investment Services Grande Riviere Noire, Mauritius $4.41B AUM 6.68% 1-Year Est. Return

Opal Wealth Advisors's WAT Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Waters Corp (WAT) in Q3 2024, closing a stake of 22 shares — an estimated $6.38K sold.

Opal Wealth Advisors first reported a position in WAT in Q1 2024 and held it in 2 quarters. The position peaked at $7.57K in Q1 2024. 693 funds tracked by Wall St. Rank hold WAT as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Waters Corp position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 22 Waters Corp shares in Q3 2024, an estimated $6.38K.
  • Opal Wealth Advisors first reported a position in Waters Corp in Q1 2024 and held it in 2 quarters.
  • Opal Wealth Advisors's Waters Corp position peaked at $7.57K in Q1 2024.
  • 693 funds tracked by Wall St. Rank held Waters Corp as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.