Sutton Wealth Advisors’s Waters Corp WAT Stock Holding History

Sutton Wealth 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
2023 Q3	$11.2K	Buy	41 +5	+14%	+$1.38K	0.01%	448
2023 Q2	$9.6K	Buy	36 +7	+24%	+$1.95K	﹤0.01%	469
2023 Q1	$8.98K	Hold	29	–	–	﹤0.01%	444
2022 Q4	$9.94K	Hold	29	–	–	﹤0.01%	945
2022 Q3	$7.82K	Hold	29	–	–	﹤0.01%	967
2022 Q2	$9.6K	Hold	29	–	–	﹤0.01%	914
2022 Q1	$9K	Hold	29	–	–	﹤0.01%	959
2021 Q4	$10.8K	Hold	29	–	–	﹤0.01%	908
2021 Q3	$10.4K	Hold	29	–	–	﹤0.01%	894
2021 Q2	$10K	Hold	29	–	–	﹤0.01%	915
2021 Q1	$8.24K	Buy	29 +3	+12%	+$819	﹤0.01%	929
2020 Q4	$6.43K	Buy	26 +3	+13%	+$680	﹤0.01%	925
2020 Q3	$4.5K	Hold	23	–	–	﹤0.01%	954
2020 Q2	$4.15K	Hold	23	–	–	﹤0.01%	955
2020 Q1	$4.19K	Hold	23	–	–	﹤0.01%	879
2019 Q4	$5.37K	Hold	23	–	–	﹤0.01%	939
2019 Q3	$5.13K	Hold	23	–	–	﹤0.01%	946
2019 Q2	$4.95K	Hold	23	–	–	﹤0.01%	935
2019 Q1	$5.79K	Hold	23	–	–	﹤0.01%	904
2018 Q4	$4.34K	Hold	23	–	–	﹤0.01%	908
2018 Q3	$4.48K	Hold	23	–	–	﹤0.01%	910
2018 Q2	$4.45K	Hold	23	–	–	﹤0.01%	933
2018 Q1	$4.57K	Hold	23	–	–	﹤0.01%	929
2017 Q4	$4.44K	Hold	23	–	–	﹤0.01%	902
2017 Q3	$4.13K	Hold	23	–	–	﹤0.01%	893
2017 Q2	$4.23K	Hold	23	–	–	﹤0.01%	895
2017 Q1	$3.6K	Hold	23	–	–	﹤0.01%	885
2016 Q4	$3.09K	Hold	23	–	–	﹤0.01%	895
2016 Q3	$3.65K	Hold	23	–	–	﹤0.01%	875
2016 Q2	$3.23K	Hold	23	–	–	﹤0.01%	851
2016 Q1	$3.03K	Buy	+23	New	+$2.87K	﹤0.01%	842

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

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

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

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 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

Sutton Wealth Advisors's WAT Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Waters Corp (WAT) stake by 14% in Q3 2023, buying an estimated $1.38K and bringing the position to 41 shares worth $11.2K. The position accounts for 0.01% of the portfolio, ranked #448.

Sutton Wealth Advisors first reported a position in WAT in Q1 2016 and has held it in 31 quarters since. 649 funds tracked by Wall St. Rank hold WAT as of Q3 2023.

Sutton Wealth Advisors held 41 shares of Waters Corp worth $11.2K as of Q3 2023.
Sutton Wealth Advisors bought 5 Waters Corp shares in Q3 2023, an estimated $1.38K.
Waters Corp made up 0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #448 holding.
Sutton Wealth Advisors first reported a position in Waters Corp in Q1 2016 and has held it in 31 quarters since.
649 funds tracked by Wall St. Rank held Waters Corp as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.