Simplicity Wealth’s Waters Corp WAT Stock Holding History

Simplicity Wealth’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 Q2	–	Sell	-593	Closed	-$204K	–	1306
2024 Q1	$204K	Buy	+593	New	+$195K	﹤0.01%	1065

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

GIM

Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return

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

Simplicity Wealth's WAT Position: Q2 2024 in Review

Simplicity Wealth sold out of Waters Corp (WAT) in Q2 2024, closing a stake of 593 shares — an estimated $204K sold.

Simplicity Wealth first reported a position in WAT in Q1 2024 and held it in 1 quarter. The position peaked at $204K in Q1 2024. 692 funds tracked by Wall St. Rank hold WAT as of Q2 2024.

Simplicity Wealth reported no remaining Waters Corp position as of Q2 2024 after selling out during the quarter.
Simplicity Wealth sold 593 Waters Corp shares in Q2 2024, an estimated $204K.
Simplicity Wealth first reported a position in Waters Corp in Q1 2024 and held it in 1 quarter.
Simplicity Wealth's Waters Corp position peaked at $204K in Q1 2024.
692 funds tracked by Wall St. Rank held Waters Corp as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.