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Personal Wealth Partners’s Waters Corp WAT Stock Holding History

Personal Wealth Partners’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
2020
Q1 		– Sell
-5
Closed -$1K – 613
2019
Q4 		$1K Hold
5
– – ﹤0.01% 482
2019
Q3 		$1K Buy
+5
New +$1.08K ﹤0.01% 494

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Bank of New York Mellon
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State Street
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CIP
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Personal Wealth Partners's WAT Position: Q1 2020 in Review

Personal Wealth Partners sold out of Waters Corp (WAT) in Q1 2020, closing a stake of 5 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in WAT in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 532 funds tracked by Wall St. Rank hold WAT as of Q1 2020.

  • Personal Wealth Partners reported no remaining Waters Corp position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 5 Waters Corp shares in Q1 2020, an estimated $1K.
  • Personal Wealth Partners first reported a position in Waters Corp in Q3 2019 and held it in 2 quarters.
  • Personal Wealth Partners's Waters Corp position peaked at $1K in Q4 2019.
  • 532 funds tracked by Wall St. Rank held Waters Corp as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.