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

Beam 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
Q4 		– Sell
-2,325
Closed -$391K – 148
2021
Q3 		$391K Hold
2,325
– – 0.34% 88
2021
Q2 		$339K Hold
2,325
– – 0.29% 93
2021
Q1 		$276K Hold
2,325
– – 0.25% 102
2020
Q4 		$283K Hold
2,325
– – 0.27% 90
2020
Q3 		$233K Buy
+2,325
New +$212K 0.22% 109

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
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
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $9.3B AUM 25.54% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beam Wealth Advisors's WTS Position: Q4 2021 in Review

Beam Wealth Advisors sold out of Watts Water Technologies (WTS) in Q4 2021, closing a stake of 2,325 shares — an estimated $391K sold.

Beam Wealth Advisors first reported a position in WTS in Q3 2020 and held it in 5 quarters. The position peaked at $391K in Q3 2021. 327 funds tracked by Wall St. Rank hold WTS as of Q4 2021.

  • Beam Wealth Advisors reported no remaining Watts Water Technologies position as of Q4 2021 after selling out during the quarter.
  • Beam Wealth Advisors sold 2,325 Watts Water Technologies shares in Q4 2021, an estimated $391K.
  • Beam Wealth Advisors first reported a position in Watts Water Technologies in Q3 2020 and held it in 5 quarters.
  • Beam Wealth Advisors's Watts Water Technologies position peaked at $391K in Q3 2021.
  • 327 funds tracked by Wall St. Rank held Watts Water Technologies as of Q4 2021.

Based on Beam Wealth Advisors's 13F filing for Q4 2021, filed 14 Jan 2022.