B. Riley Wealth Advisors’s Watts Water Technologies WTS Stock Holding History

B. Riley 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
2024 Q2	–	Sell	-1,636	Closed	-$283K	–	1619
2024 Q1	$283K	Buy	1,636 +640	+64%	+$130K	0.01%	1067
2023 Q4	$208K	Sell	996 -640	-39%	-$121K	0.01%	1242
2023 Q3	$283K	Buy	1,636 +396	+32%	+$72.4K	0.01%	1067
2023 Q2	$228K	Buy	1,240 +4	+0.3%	+$669	0.01%	1283
2023 Q1	$208K	Buy	+1,236	New	+$204K	0.01%	1274
2015 Q1	–	Sell	-701	Closed	-$44K	–	1999
2014 Q4	$44K	Buy	+701	New	+$42.6K	﹤0.01%	2158
2014 Q3	–	Sell	-701	Closed	-$43.3K	–	1906
2014 Q2	$43.3K	Buy	+701	New	+$40.3K	0.01%	1098

Other funds holding WTS

BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.3B AUM 25.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

B. Riley Wealth Advisors's WTS Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Watts Water Technologies (WTS) in Q2 2024, closing a stake of 1,636 shares — an estimated $283K sold.

B. Riley Wealth Advisors first reported a position in WTS in Q2 2014 and held it in 7 quarters. The position peaked at $283K in Q1 2024. 410 funds tracked by Wall St. Rank hold WTS as of Q2 2024.

B. Riley Wealth Advisors reported no remaining Watts Water Technologies position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 1,636 Watts Water Technologies shares in Q2 2024, an estimated $283K.
B. Riley Wealth Advisors first reported a position in Watts Water Technologies in Q2 2014 and held it in 7 quarters.
B. Riley Wealth Advisors's Watts Water Technologies position peaked at $283K in Q1 2024.
410 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.