AWM
WTS icon

Accel Wealth Management’s Watts Water Technologies WTS Stock Holding History

Accel Wealth Management’s Portfolio WTS Stock Details WTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-8
Closed -$1.35K – 886
2023
Q1 		$1.35K Hold
8
– – ﹤0.01% 1140
2022
Q4 		$1.17K Hold
8
– – ﹤0.01% 951
2022
Q3 		$1K Hold
8
– – ﹤0.01% 1033
2022
Q2 		$1K Buy
+8
New +$1.04K ﹤0.01% 991

Other funds holding WTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Accel Wealth Management's WTS Position: Q2 2023 in Review

Accel Wealth Management sold out of Watts Water Technologies (WTS) in Q2 2023, closing a stake of 8 shares — an estimated $1.35K sold.

Accel Wealth Management first reported a position in WTS in Q2 2022 and held it in 4 quarters. The position peaked at $1.35K in Q1 2023. 334 funds tracked by Wall St. Rank hold WTS as of Q2 2023.

  • Accel Wealth Management reported no remaining Watts Water Technologies position as of Q2 2023 after selling out during the quarter.
  • Accel Wealth Management sold 8 Watts Water Technologies shares in Q2 2023, an estimated $1.35K.
  • Accel Wealth Management first reported a position in Watts Water Technologies in Q2 2022 and held it in 4 quarters.
  • Accel Wealth Management's Watts Water Technologies position peaked at $1.35K in Q1 2023.
  • 334 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.