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Spartan Planning & Wealth Management’s Waters Corp WAT Stock Holding History

Spartan Planning & Wealth Management’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
2023
Q4 		$92.5K Buy
+281
New +$77.6K 0.1% 103
2022
Q4 		$322K Buy
+941
New +$298K 0.4% 43
2022
Q3 		– Sell
-679
Closed -$225K – 122
2022
Q2 		$225K Buy
+679
New +$216K 0.3% 29

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Spartan Planning & Wealth Management's WAT Position: Q4 2023 in Review

Spartan Planning & Wealth Management opened a new position in Waters Corp (WAT) in Q4 2023: 281 shares worth $92.5K. The stake represents 0.1% of the portfolio and ranks #103 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in WAT as recently as Q4 2022.

Spartan Planning & Wealth Management first reported a position in WAT in Q2 2022 and has held it in 3 quarters since. The position peaked at $322K in Q4 2022. 671 funds tracked by Wall St. Rank hold WAT as of Q4 2023.

  • Spartan Planning & Wealth Management held 281 shares of Waters Corp worth $92.5K as of Q4 2023.
  • Waters Corp was a new Spartan Planning & Wealth Management position in Q4 2023.
  • Waters Corp made up 0.1% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #103 holding.
  • Spartan Planning & Wealth Management first reported a position in Waters Corp in Q2 2022 and has held it in 3 quarters since.
  • Spartan Planning & Wealth Management's Waters Corp position peaked at $322K in Q4 2022.
  • 671 funds tracked by Wall St. Rank held Waters Corp as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.