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Wealthcare Capital Management’s Waters Corp WAT Stock Holding History

Wealthcare Capital 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
2020
Q1 		– Sell
-9
Closed -$2K – 645
2019
Q4 		$2K Buy
+9
New +$1.99K ﹤0.01% 582

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Fundsmith LLP
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthcare Capital Management's WAT Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Waters Corp (WAT) in Q1 2020, closing a stake of 9 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in WAT in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 532 funds tracked by Wall St. Rank hold WAT as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Waters Corp position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 9 Waters Corp shares in Q1 2020, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Waters Corp in Q4 2019 and held it in 1 quarter.
  • Wealthcare Capital Management's Waters Corp position peaked at $2K in Q4 2019.
  • 532 funds tracked by Wall St. Rank held Waters Corp as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.