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WealthStone’s Waters Corp WAT Stock Holding History

WealthStone’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
Q1 		$204K Buy
+720
New +$197K 0.07% 252
2019
Q3 		– Sell
-3
Closed -$645 – 592
2019
Q2 		$645 Buy
+3
New +$656 ﹤0.01% 772

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fundsmith LLP
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

WealthStone's WAT Position: Q1 2021 in Review

WealthStone opened a new position in Waters Corp (WAT) in Q1 2021: 720 shares worth $204K. The stake represents 0.07% of the portfolio and ranks #252 among its holdings. This is a return to the name: WealthStone previously reported a position in WAT as recently as Q2 2019.

WealthStone first reported a position in WAT in Q2 2019 and has held it in 2 quarters since. 597 funds tracked by Wall St. Rank hold WAT as of Q1 2021.

  • WealthStone held 720 shares of Waters Corp worth $204K as of Q1 2021.
  • Waters Corp was a new WealthStone position in Q1 2021.
  • Waters Corp made up 0.07% of WealthStone's portfolio in Q1 2021, its #252 holding.
  • WealthStone first reported a position in Waters Corp in Q2 2019 and has held it in 2 quarters since.
  • 597 funds tracked by Wall St. Rank held Waters Corp as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.