Wealthspire Advisors (Maryland)’s Waters Corp WAT Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q1	–	Hold	0	–	–	–	751
2018 Q4	–	Hold	0	–	–	–	826
2018 Q3	–	Hold	0	–	–	–	956
2018 Q2	–	Hold	0	–	–	–	949
2018 Q1	–	Hold	0	–	–	–	958
2017 Q3	–	Hold	0	–	–	–	1086
2017 Q2	–	Hold	0	–	–	–	1001
2017 Q1	–	Hold	0	–	–	–	961
2016 Q4	–	Hold	0	–	–	–	982
2016 Q3	–	Hold	0	–	–	–	963
2016 Q2	–	Hold	0	–	–	–	903
2016 Q1	–	Hold	0	–	–	–	910
2015 Q4	–	Hold	0	–	–	–	916

Other funds holding WAT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return