TWM
WAT icon

TriaGen Wealth Management’s Waters Corp WAT Stock Holding History

TriaGen 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
2021
Q4 		– Sell
-1,103
Closed -$394K – 206
2021
Q3 		$394K Buy
+1,103
New +$432K 0.21% 114

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TriaGen Wealth Management's WAT Position: Q4 2021 in Review

TriaGen Wealth Management sold out of Waters Corp (WAT) in Q4 2021, closing a stake of 1,103 shares — an estimated $394K sold.

TriaGen Wealth Management first reported a position in WAT in Q3 2021 and held it in 1 quarter. The position peaked at $394K in Q3 2021. 665 funds tracked by Wall St. Rank hold WAT as of Q4 2021.

  • TriaGen Wealth Management reported no remaining Waters Corp position as of Q4 2021 after selling out during the quarter.
  • TriaGen Wealth Management sold 1,103 Waters Corp shares in Q4 2021, an estimated $394K.
  • TriaGen Wealth Management first reported a position in Waters Corp in Q3 2021 and held it in 1 quarter.
  • TriaGen Wealth Management's Waters Corp position peaked at $394K in Q3 2021.
  • 665 funds tracked by Wall St. Rank held Waters Corp as of Q4 2021.

Based on TriaGen Wealth Management's 13F filing for Q4 2021, filed 9 Feb 2022.