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BDO Wealth Advisors’s Watts Water Technologies WTS Stock Holding History

BDO 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
2021
Q2 		– Sell
-11
Closed -$1K – 1216
2021
Q1 		$1K Hold
11
– – ﹤0.01% 1120
2020
Q4 		$1K Hold
11
– – ﹤0.01% 896
2020
Q3 		$1K Buy
+11
New +$1K ﹤0.01% 839

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
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

BDO Wealth Advisors's WTS Position: Q2 2021 in Review

BDO Wealth Advisors sold out of Watts Water Technologies (WTS) in Q2 2021, closing a stake of 11 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in WTS in Q3 2020 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 275 funds tracked by Wall St. Rank hold WTS as of Q2 2021.

  • BDO Wealth Advisors reported no remaining Watts Water Technologies position as of Q2 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 11 Watts Water Technologies shares in Q2 2021, an estimated $1K.
  • BDO Wealth Advisors first reported a position in Watts Water Technologies in Q3 2020 and held it in 3 quarters.
  • BDO Wealth Advisors's Watts Water Technologies position peaked at $1K in Q1 2021.
  • 275 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2021.

Based on BDO Wealth Advisors's 13F filing for Q2 2021, filed 3 Sep 2021.