TWA
WAT icon

TCI Wealth Advisors’s Waters Corp WAT Stock Holding History

TCI 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
Q2 		– Sell
-22
Closed -$6.81K – 2217
2023
Q1 		$6.81K Sell
22
-1
-4% -$323 ﹤0.01% 1321
2022
Q4 		$7.88K Buy
23
+1
+5% +$316 ﹤0.01% 1235
2022
Q3 		$6K Buy
22
+1
+5% +$319 ﹤0.01% 1391
2022
Q2 		$7K Sell
21
-1
-5% -$317 ﹤0.01% 1298
2022
Q1 		$7K Sell
22
-17
-44% -$5.53K ﹤0.01% 1362
2021
Q4 		$15K Sell
39
-23
-37% -$8.04K ﹤0.01% 890
2021
Q3 		$22K Buy
62
+34
+121% +$13.3K ﹤0.01% 656
2021
Q2 		$10K Hold
28
– – ﹤0.01% 989
2021
Q1 		$8K Buy
28
+7
+33% +$1.91K ﹤0.01% 1013
2020
Q4 		$5K Buy
21
+13
+163% +$2.95K ﹤0.01% 914
2020
Q3 		$2K Sell
8
-24
-75% -$4.99K ﹤0.01% 1203
2020
Q2 		$6K Buy
32
+11
+52% +$2.08K ﹤0.01% 707
2020
Q1 		$4K Sell
21
-4
-16% -$844 ﹤0.01% 802
2019
Q4 		$6K Sell
25
-2
-7% -$442 ﹤0.01% 827
2019
Q3 		$6K Sell
27
-6
-18% -$1.29K ﹤0.01% 774
2019
Q2 		$7K Buy
33
+3
+10% +$656 ﹤0.01% 703
2019
Q1 		$8K Hold
30
– – ﹤0.01% 686
2018
Q4 		$6K Sell
30
-17
-36% -$3.23K ﹤0.01% 748
2018
Q3 		$9K Buy
47
+20
+74% +$3.87K ﹤0.01% 673
2018
Q2 		$5K Buy
+27
New +$5.32K ﹤0.01% 792

Other funds holding WAT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return