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Reston Wealth Management’s Waters Corp WAT Stock Holding History

Reston Wealth Management’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
Q4 		– Sell
-19
Closed -$6.84K – 429
2024
Q3 		$6.84K Buy
+19
New +$6.19K ﹤0.01% 281

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State Street
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Bank of New York Mellon
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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
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Reston Wealth Management's WAT Position: Q4 2024 in Review

Reston Wealth Management sold out of Waters Corp (WAT) in Q4 2024, closing a stake of 19 shares — an estimated $6.84K sold.

Reston Wealth Management first reported a position in WAT in Q3 2024 and held it in 1 quarter. The position peaked at $6.84K in Q3 2024. 759 funds tracked by Wall St. Rank hold WAT as of Q4 2024.

  • Reston Wealth Management reported no remaining Waters Corp position as of Q4 2024 after selling out during the quarter.
  • Reston Wealth Management sold 19 Waters Corp shares in Q4 2024, an estimated $6.84K.
  • Reston Wealth Management first reported a position in Waters Corp in Q3 2024 and held it in 1 quarter.
  • Reston Wealth Management's Waters Corp position peaked at $6.84K in Q3 2024.
  • 759 funds tracked by Wall St. Rank held Waters Corp as of Q4 2024.

Based on Reston Wealth Management's 13F filing for Q4 2024, filed 23 Jan 2025.