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

Bartlett & Co’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 -$7K – 1281
2022
Q2 		$7K Buy
+60
New +$7.79K ﹤0.01% 961
2015
Q1 		– Sell
-66
Closed -$4K – 796
2014
Q4 		$4K Buy
+66
New +$4.01K ﹤0.01% 726

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
MU
Mirova US Boston, Massachusetts $9.3B AUM 25.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

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

Bartlett & Co sold out of Watts Water Technologies (WTS) in Q3 2022, closing a stake of 60 shares — an estimated $7K sold.

Bartlett & Co first reported a position in WTS in Q4 2014 and held it in 2 quarters. The position peaked at $7K in Q2 2022. 302 funds tracked by Wall St. Rank hold WTS as of Q3 2022.

  • Bartlett & Co reported no remaining Watts Water Technologies position as of Q3 2022 after selling out during the quarter.
  • Bartlett & Co sold 60 Watts Water Technologies shares in Q3 2022, an estimated $7K.
  • Bartlett & Co first reported a position in Watts Water Technologies in Q4 2014 and held it in 2 quarters.
  • Bartlett & Co's Watts Water Technologies position peaked at $7K in Q2 2022.
  • 302 funds tracked by Wall St. Rank held Watts Water Technologies as of Q3 2022.

Based on Bartlett & Co's 13F filing for Q3 2022, filed 17 Oct 2022.