Tyler-Stone Wealth Management’s Waters Corp WAT Stock Holding History

Tyler-Stone 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
2024 Q3	–	Sell	-150	Closed	-$43.5K	–	942
2024 Q2	$43.5K	Hold	150	–	–	0.02%	393
2024 Q1	$51.6K	Hold	150	–	–	0.02%	360
2023 Q4	$49.4K	Hold	150	–	–	0.02%	356
2023 Q3	$41K	Hold	150	–	–	0.02%	365
2023 Q2	$40K	Buy	+150	New	+$41.7K	0.02%	373
2022 Q4	$51K	Hold	150	–	–	0.03%	318
2022 Q3	$40K	Hold	150	–	–	0.03%	335
2022 Q2	$50K	Hold	150	–	–	0.03%	318
2022 Q1	$47K	Hold	150	–	–	0.03%	350
2021 Q4	$56K	Buy	+150	New	+$52.5K	0.03%	343

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Tyler-Stone Wealth Management's WAT Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Waters Corp (WAT) in Q3 2024, closing a stake of 150 shares — an estimated $43.5K sold.

Tyler-Stone Wealth Management first reported a position in WAT in Q4 2021 and held it in 10 quarters. The position peaked at $56K in Q4 2021. 693 funds tracked by Wall St. Rank hold WAT as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Waters Corp position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 150 Waters Corp shares in Q3 2024, an estimated $43.5K.
Tyler-Stone Wealth Management first reported a position in Waters Corp in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Waters Corp position peaked at $56K in Q4 2021.
693 funds tracked by Wall St. Rank held Waters Corp as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.