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Resurgent Financial Advisors’s Waters Corp WAT Stock Holding History

Resurgent Financial 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
Q1 		– Sell
-429
Closed -$141K – 484
2023
Q4 		$141K Sell
429
-7
-2% -$1.93K 0.09% 206
2023
Q3 		$120K Hold
436
– – 0.08% 209
2023
Q2 		$116K Buy
436
+3
+0.7% +$835 0.08% 216
2023
Q1 		$134K Hold
433
– – 0.09% 195
2022
Q4 		$148K Buy
+433
New +$137K 0.08% 244

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

Resurgent Financial Advisors's WAT Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Waters Corp (WAT) in Q1 2024, closing a stake of 429 shares — an estimated $141K sold.

Resurgent Financial Advisors first reported a position in WAT in Q4 2022 and held it in 5 quarters. The position peaked at $148K in Q4 2022. 688 funds tracked by Wall St. Rank hold WAT as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Waters Corp position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 429 Waters Corp shares in Q1 2024, an estimated $141K.
  • Resurgent Financial Advisors first reported a position in Waters Corp in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Waters Corp position peaked at $148K in Q4 2022.
  • 688 funds tracked by Wall St. Rank held Waters Corp as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.