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B.O.S.S. Retirement Advisors’s Watts Water Technologies WTS Stock Holding History

B.O.S.S. Retirement 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
2024
Q4 		– Sell
-2,283
Closed -$473K – 298
2024
Q3 		$473K Buy
2,283
+612
+37% +$118K 0.1% 152
2024
Q2 		$306K Buy
+1,671
New +$335K 0.08% 147

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
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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

B.O.S.S. Retirement Advisors's WTS Position: Q4 2024 in Review

B.O.S.S. Retirement Advisors sold out of Watts Water Technologies (WTS) in Q4 2024, closing a stake of 2,283 shares — an estimated $473K sold.

B.O.S.S. Retirement Advisors first reported a position in WTS in Q2 2024 and held it in 2 quarters. The position peaked at $473K in Q3 2024. 414 funds tracked by Wall St. Rank hold WTS as of Q4 2024.

  • B.O.S.S. Retirement Advisors reported no remaining Watts Water Technologies position as of Q4 2024 after selling out during the quarter.
  • B.O.S.S. Retirement Advisors sold 2,283 Watts Water Technologies shares in Q4 2024, an estimated $473K.
  • B.O.S.S. Retirement Advisors first reported a position in Watts Water Technologies in Q2 2024 and held it in 2 quarters.
  • B.O.S.S. Retirement Advisors's Watts Water Technologies position peaked at $473K in Q3 2024.
  • 414 funds tracked by Wall St. Rank held Watts Water Technologies as of Q4 2024.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.