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

Altavista 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
2021
Q4 		$260K Sell
1,341
-59
-4% -$11.2K 0.05% 170
2021
Q3 		$235K Hold
1,400
– – 0.05% 173
2021
Q2 		$204K Buy
+1,400
New +$185K 0.04% 181

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Altavista Wealth Management's WTS Position: Q4 2021 in Review

Altavista Wealth Management reduced its Watts Water Technologies (WTS) stake by 4.2% in Q4 2021, selling an estimated $11.2K and leaving 1,341 shares worth $260K. The position accounts for 0.05% of the portfolio, ranked #170.

Altavista Wealth Management first reported a position in WTS in Q2 2021 and has held it in 3 quarters since. 327 funds tracked by Wall St. Rank hold WTS as of Q4 2021.

  • Altavista Wealth Management held 1,341 shares of Watts Water Technologies worth $260K as of Q4 2021.
  • Altavista Wealth Management sold 59 Watts Water Technologies shares in Q4 2021, an estimated $11.2K.
  • Watts Water Technologies made up 0.05% of Altavista Wealth Management's portfolio in Q4 2021, its #170 holding.
  • Altavista Wealth Management first reported a position in Watts Water Technologies in Q2 2021 and has held it in 3 quarters since.
  • 327 funds tracked by Wall St. Rank held Watts Water Technologies as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.