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Beaumont Financial Advisors’s Watts Water Technologies WTS Stock Holding History

Beaumont Financial 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
2020
Q1 		– Sell
-4,960
Closed -$495K – 293
2019
Q4 		$495K Buy
+4,960
New +$471K 0.05% 180

Other funds holding WTS

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beaumont Financial Advisors's WTS Position: Q1 2020 in Review

Beaumont Financial Advisors sold out of Watts Water Technologies (WTS) in Q1 2020, closing a stake of 4,960 shares — an estimated $495K sold.

Beaumont Financial Advisors first reported a position in WTS in Q4 2019 and held it in 1 quarter. The position peaked at $495K in Q4 2019. 257 funds tracked by Wall St. Rank hold WTS as of Q1 2020.

  • Beaumont Financial Advisors reported no remaining Watts Water Technologies position as of Q1 2020 after selling out during the quarter.
  • Beaumont Financial Advisors sold 4,960 Watts Water Technologies shares in Q1 2020, an estimated $495K.
  • Beaumont Financial Advisors first reported a position in Watts Water Technologies in Q4 2019 and held it in 1 quarter.
  • Beaumont Financial Advisors's Watts Water Technologies position peaked at $495K in Q4 2019.
  • 257 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2020.

Based on Beaumont Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.