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Pinnacle Family Advisors’s Waters Corp WAT Stock Holding History

Pinnacle Family 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
-6,250
Closed -$2.23M – 154
2021
Q3 		$2.23M Buy
+6,250
New +$2.45M 1% 25

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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Pinnacle Family Advisors's WAT Position: Q4 2021 in Review

Pinnacle Family Advisors sold out of Waters Corp (WAT) in Q4 2021, closing a stake of 6,250 shares — an estimated $2.23M sold.

Pinnacle Family Advisors first reported a position in WAT in Q3 2021 and held it in 1 quarter. The position peaked at $2.23M in Q3 2021. 665 funds tracked by Wall St. Rank hold WAT as of Q4 2021.

  • Pinnacle Family Advisors reported no remaining Waters Corp position as of Q4 2021 after selling out during the quarter.
  • Pinnacle Family Advisors sold 6,250 Waters Corp shares in Q4 2021, an estimated $2.23M.
  • Pinnacle Family Advisors first reported a position in Waters Corp in Q3 2021 and held it in 1 quarter.
  • Pinnacle Family Advisors's Waters Corp position peaked at $2.23M in Q3 2021.
  • 665 funds tracked by Wall St. Rank held Waters Corp as of Q4 2021.

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