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Alliance Wealth Advisors (Utah)’s Watts Water Technologies WTS Stock Holding History

Alliance Wealth Advisors (Utah)’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
2025
Q1 		– Sell
-1,454
Closed -$296K – 278
2024
Q4 		$296K Sell
1,454
-87
-6% -$18.1K 0.08% 217
2024
Q3 		$319K Sell
1,541
-14
-0.9% -$2.71K 0.08% 203
2024
Q2 		$285K Sell
1,555
-51
-3% -$10.2K 0.08% 194
2024
Q1 		$341K Sell
1,606
-24
-1% -$4.86K 0.1% 183
2023
Q4 		$340K Buy
+1,630
New +$308K 0.11% 179

Other funds holding WTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $9.3B AUM 25.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s WTS Position: Q1 2025 in Review

Alliance Wealth Advisors (Utah) sold out of Watts Water Technologies (WTS) in Q1 2025, closing a stake of 1,454 shares — an estimated $296K sold.

Alliance Wealth Advisors (Utah) first reported a position in WTS in Q4 2023 and held it in 5 quarters. The position peaked at $341K in Q1 2024. 431 funds tracked by Wall St. Rank hold WTS as of Q1 2025.

  • Alliance Wealth Advisors (Utah) reported no remaining Watts Water Technologies position as of Q1 2025 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 1,454 Watts Water Technologies shares in Q1 2025, an estimated $296K.
  • Alliance Wealth Advisors (Utah) first reported a position in Watts Water Technologies in Q4 2023 and held it in 5 quarters.
  • Alliance Wealth Advisors (Utah)'s Watts Water Technologies position peaked at $341K in Q1 2024.
  • 431 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2025.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2025, filed 13 May 2025.