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Safeguard Investment Advisory Group’s Waters Corp WAT Stock Holding History

Safeguard Investment Advisory Group’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
-75
Closed -$18K – 718
2020
Q4 		$18K Buy
+75
New +$17K 0.02% 325

Other funds holding WAT

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

Safeguard Investment Advisory Group's WAT Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Waters Corp (WAT) in Q1 2021, closing a stake of 75 shares — an estimated $18K sold.

Safeguard Investment Advisory Group first reported a position in WAT in Q4 2020 and held it in 1 quarter. The position peaked at $18K in Q4 2020. 597 funds tracked by Wall St. Rank hold WAT as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Waters Corp position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 75 Waters Corp shares in Q1 2021, an estimated $18K.
  • Safeguard Investment Advisory Group first reported a position in Waters Corp in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Waters Corp position peaked at $18K in Q4 2020.
  • 597 funds tracked by Wall St. Rank held Waters Corp as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.