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

Avior 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
2025
Q1 		– Sell
-34
Closed -$6.91K – 2358
2024
Q4 		$6.91K Hold
34
– – ﹤0.01% 1753
2024
Q3 		$7.04K Hold
34
– – ﹤0.01% 1659
2024
Q2 		$6.23K Sell
34
-64
-65% -$12.8K ﹤0.01% 1663
2024
Q1 		$20.8K Buy
98
+64
+188% +$13K ﹤0.01% 1589
2023
Q4 		$7.08K Hold
34
– – ﹤0.01% 1056
2023
Q3 		$5.88K Hold
34
– – ﹤0.01% 1141
2023
Q2 		$6.25K Hold
34
– – ﹤0.01% 1121
2023
Q1 		$5.72K Buy
+34
New +$5.6K ﹤0.01% 1160

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 $3.37T AUM 44.26% 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

Avior Wealth Management's WTS Position: Q1 2025 in Review

Avior Wealth Management sold out of Watts Water Technologies (WTS) in Q1 2025, closing a stake of 34 shares — an estimated $6.91K sold.

Avior Wealth Management first reported a position in WTS in Q1 2023 and held it in 8 quarters. The position peaked at $20.8K in Q1 2024. 431 funds tracked by Wall St. Rank hold WTS as of Q1 2025.

  • Avior Wealth Management reported no remaining Watts Water Technologies position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 34 Watts Water Technologies shares in Q1 2025, an estimated $6.91K.
  • Avior Wealth Management first reported a position in Watts Water Technologies in Q1 2023 and held it in 8 quarters.
  • Avior Wealth Management's Watts Water Technologies position peaked at $20.8K in Q1 2024.
  • 431 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.