RiverTree Advisors’s Waters Corp WAT Stock Holding History

RiverTree 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	-2,600	Closed	-$929K	–	49
2021 Q3	$929K	Buy	+2,600	New	+$1.02M	0.63%	38

Other funds holding WAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

RiverTree Advisors's WAT Position: Q4 2021 in Review

RiverTree Advisors sold out of Waters Corp (WAT) in Q4 2021, closing a stake of 2,600 shares — an estimated $929K sold.

RiverTree Advisors first reported a position in WAT in Q3 2021 and held it in 1 quarter. The position peaked at $929K in Q3 2021. 665 funds tracked by Wall St. Rank hold WAT as of Q4 2021.

RiverTree Advisors reported no remaining Waters Corp position as of Q4 2021 after selling out during the quarter.
RiverTree Advisors sold 2,600 Waters Corp shares in Q4 2021, an estimated $929K.
RiverTree Advisors first reported a position in Waters Corp in Q3 2021 and held it in 1 quarter.
RiverTree Advisors's Waters Corp position peaked at $929K in Q3 2021.
665 funds tracked by Wall St. Rank held Waters Corp as of Q4 2021.

Based on RiverTree Advisors's 13F filing for Q4 2021, filed 18 Jan 2022.