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Arkadios Wealth Advisors’s Watts Water Technologies WTS Stock Holding History

Arkadios Wealth Advisors’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
Q3 		– Sell
-75
Closed -$10K – 2079
2021
Q2 		$10K Buy
+75
New +$9.91K ﹤0.01% 1554

Other funds holding WTS

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

Arkadios Wealth Advisors's WTS Position: Q3 2021 in Review

Arkadios Wealth Advisors sold out of Watts Water Technologies (WTS) in Q3 2021, closing a stake of 75 shares — an estimated $10K sold.

Arkadios Wealth Advisors first reported a position in WTS in Q2 2021 and held it in 1 quarter. The position peaked at $10K in Q2 2021. 290 funds tracked by Wall St. Rank hold WTS as of Q3 2021.

  • Arkadios Wealth Advisors reported no remaining Watts Water Technologies position as of Q3 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 75 Watts Water Technologies shares in Q3 2021, an estimated $10K.
  • Arkadios Wealth Advisors first reported a position in Watts Water Technologies in Q2 2021 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Watts Water Technologies position peaked at $10K in Q2 2021.
  • 290 funds tracked by Wall St. Rank held Watts Water Technologies as of Q3 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2021, filed 19 Oct 2021.