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Bartlett & Co Wealth Management’s Watts Water Technologies WTS Stock Holding History

Bartlett & Co 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
2022
Q3 		– Sell
-60
Closed -$7.37K – 1289
2022
Q2 		$7.37K Buy
+60
New +$7.79K ﹤0.01% 940

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bartlett & Co Wealth Management's WTS Position: Q3 2022 in Review

Bartlett & Co Wealth Management sold out of Watts Water Technologies (WTS) in Q3 2022, closing a stake of 60 shares — an estimated $7.37K sold.

Bartlett & Co Wealth Management first reported a position in WTS in Q2 2022 and held it in 1 quarter. The position peaked at $7.37K in Q2 2022. 302 funds tracked by Wall St. Rank hold WTS as of Q3 2022.

  • Bartlett & Co Wealth Management reported no remaining Watts Water Technologies position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 60 Watts Water Technologies shares in Q3 2022, an estimated $7.37K.
  • Bartlett & Co Wealth Management first reported a position in Watts Water Technologies in Q2 2022 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's Watts Water Technologies position peaked at $7.37K in Q2 2022.
  • 302 funds tracked by Wall St. Rank held Watts Water Technologies as of Q3 2022.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2022, filed 14 Feb 2024.