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Regent Peak Wealth Advisors’s Waters Corp WAT Stock Holding History

Regent Peak 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
2021
Q1 		– Sell
-14
Closed -$3K – 988
2020
Q4 		$3K Buy
+14
New +$3.17K ﹤0.01% 782

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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
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

Regent Peak Wealth Advisors's WAT Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Waters Corp (WAT) in Q1 2021, closing a stake of 14 shares — an estimated $3K sold.

Regent Peak Wealth Advisors first reported a position in WAT in Q4 2020 and held it in 1 quarter. The position peaked at $3K in Q4 2020. 597 funds tracked by Wall St. Rank hold WAT as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Waters Corp position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 14 Waters Corp shares in Q1 2021, an estimated $3K.
  • Regent Peak Wealth Advisors first reported a position in Waters Corp in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Waters Corp position peaked at $3K in Q4 2020.
  • 597 funds tracked by Wall St. Rank held Waters Corp as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.