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Wingate Wealth Advisors’s Waters Corp WAT Stock Holding History

Wingate Wealth 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
2025
Q1 		– Sell
-40
Closed -$14.8K – 455
2024
Q4 		$14.8K Buy
+40
New +$14.6K 0.01% 315

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Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wingate Wealth Advisors's WAT Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Waters Corp (WAT) in Q1 2025, closing a stake of 40 shares — an estimated $14.8K sold.

Wingate Wealth Advisors first reported a position in WAT in Q4 2024 and held it in 1 quarter. The position peaked at $14.8K in Q4 2024. 763 funds tracked by Wall St. Rank hold WAT as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Waters Corp position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 40 Waters Corp shares in Q1 2025, an estimated $14.8K.
  • Wingate Wealth Advisors first reported a position in Waters Corp in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Waters Corp position peaked at $14.8K in Q4 2024.
  • 763 funds tracked by Wall St. Rank held Waters Corp as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.