Avion Wealth’s Watts Water Technologies WTS Stock Holding History

Avion Wealth’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	-3	Closed	–	–	1065
2023 Q1	$0	Buy	+3	New	+$494	﹤0.01%	804

Other funds holding WTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Avion Wealth's WTS Position: Q2 2023 in Review

Avion Wealth sold out of Watts Water Technologies (WTS) in Q2 2023, closing a stake of 3 shares.

Avion Wealth first reported a position in WTS in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 334 funds tracked by Wall St. Rank hold WTS as of Q2 2023.

Avion Wealth reported no remaining Watts Water Technologies position as of Q2 2023 after selling out during the quarter.
Avion Wealth sold 3 Watts Water Technologies shares in Q2 2023.
Avion Wealth first reported a position in Watts Water Technologies in Q1 2023 and held it in 1 quarter.
Avion Wealth's Watts Water Technologies position peaked at $0 in Q1 2023.
334 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2023.

Based on Avion Wealth's 13F filing for Q2 2023, filed 14 Jul 2023.