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Wetzel Investment Advisors’s Waters Corp WAT Stock Holding History

Wetzel Investment Advisors’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
Q2 		– Sell
-128
Closed -$37.7K – 1002
2024
Q1 		$37.7K Buy
128
+9
+8% +$2.96K 0.02% 287
2023
Q4 		$39K Buy
+119
New +$32.9K 0.02% 276

Other funds holding WAT

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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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
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
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

Wetzel Investment Advisors's WAT Position: Q2 2024 in Review

Wetzel Investment Advisors sold out of Waters Corp (WAT) in Q2 2024, closing a stake of 128 shares — an estimated $37.7K sold.

Wetzel Investment Advisors first reported a position in WAT in Q4 2023 and held it in 2 quarters. The position peaked at $39K in Q4 2023. 692 funds tracked by Wall St. Rank hold WAT as of Q2 2024.

  • Wetzel Investment Advisors reported no remaining Waters Corp position as of Q2 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 128 Waters Corp shares in Q2 2024, an estimated $37.7K.
  • Wetzel Investment Advisors first reported a position in Waters Corp in Q4 2023 and held it in 2 quarters.
  • Wetzel Investment Advisors's Waters Corp position peaked at $39K in Q4 2023.
  • 692 funds tracked by Wall St. Rank held Waters Corp as of Q2 2024.

Based on Wetzel Investment Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.