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Baker Tilly Wealth Management’s Watts Water Technologies WTS Stock Holding History

Baker Tilly 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
2024
Q2 		– Sell
-2,489
Closed -$529K – 418
2024
Q1 		$529K Sell
2,489
-204
-8% -$41.3K 0.1% 236
2023
Q4 		$561K Buy
+2,693
New +$509K 0.09% 254

Other funds holding WTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Baker Tilly Wealth Management's WTS Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Watts Water Technologies (WTS) in Q2 2024, closing a stake of 2,489 shares — an estimated $529K sold.

Baker Tilly Wealth Management first reported a position in WTS in Q4 2023 and held it in 2 quarters. The position peaked at $561K in Q4 2023. 408 funds tracked by Wall St. Rank hold WTS as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Watts Water Technologies position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 2,489 Watts Water Technologies shares in Q2 2024, an estimated $529K.
  • Baker Tilly Wealth Management first reported a position in Watts Water Technologies in Q4 2023 and held it in 2 quarters.
  • Baker Tilly Wealth Management's Watts Water Technologies position peaked at $561K in Q4 2023.
  • 408 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.