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Sowa Financial Group’s Waters Corp WAT Stock Holding History

Sowa Financial 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
-50
Closed -$12K – 227
2020
Q4 		$12K Hold
50
– – 0.01% 224
2020
Q3 		$10K Hold
50
– – 0.01% 225
2020
Q2 		$9K Hold
50
– – 0.01% 235
2020
Q1 		$9K Hold
50
– – 0.01% 217
2019
Q4 		$12K Buy
+50
New +$11K 0.01% 216

Other funds holding WAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Sowa Financial Group's WAT Position: Q1 2021 in Review

Sowa Financial Group sold out of Waters Corp (WAT) in Q1 2021, closing a stake of 50 shares — an estimated $12K sold.

Sowa Financial Group first reported a position in WAT in Q4 2019 and held it in 5 quarters. The position peaked at $12K in Q4 2020. 598 funds tracked by Wall St. Rank hold WAT as of Q1 2021.

  • Sowa Financial Group reported no remaining Waters Corp position as of Q1 2021 after selling out during the quarter.
  • Sowa Financial Group sold 50 Waters Corp shares in Q1 2021, an estimated $12K.
  • Sowa Financial Group first reported a position in Waters Corp in Q4 2019 and held it in 5 quarters.
  • Sowa Financial Group's Waters Corp position peaked at $12K in Q4 2020.
  • 598 funds tracked by Wall St. Rank held Waters Corp as of Q1 2021.

Based on Sowa Financial Group's 13F filing for Q1 2021, filed 7 Apr 2021.