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Berman Capital Advisors’s Watts Water Technologies WTS Stock Holding History

Berman Capital 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
Q3 		$17K Hold
104
– – ﹤0.01% 1044
2021
Q2 		$15K Hold
104
– – ﹤0.01% 1015
2021
Q1 		$12K Hold
104
– – ﹤0.01% 981
2020
Q4 		$12K Hold
104
– – ﹤0.01% 862
2020
Q3 		$10K Hold
104
– – ﹤0.01% 809
2020
Q2 		$8K Buy
104
+17
+20% +$1.37K ﹤0.01% 853
2020
Q1 		$7K Hold
87
– – ﹤0.01% 810
2019
Q4 		$8K Hold
87
– – ﹤0.01% 847
2019
Q3 		$8K Hold
87
– – ﹤0.01% 806
2019
Q2 		$8K Hold
87
– – ﹤0.01% 832
2019
Q1 		$7K Buy
+87
New +$6.62K ﹤0.01% 793

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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return

Berman Capital Advisors's WTS Position: Q3 2021 in Review

Berman Capital Advisors held its Watts Water Technologies (WTS) position steady in Q3 2021 at 104 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Berman Capital Advisors first reported a position in WTS in Q1 2019 and has held it in 11 quarters since. 290 funds tracked by Wall St. Rank hold WTS as of Q3 2021.

  • Berman Capital Advisors held 104 shares of Watts Water Technologies worth $17K as of Q3 2021.
  • Berman Capital Advisors left its Watts Water Technologies share count unchanged in Q3 2021.
  • Watts Water Technologies made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1044 holding.
  • Berman Capital Advisors first reported a position in Watts Water Technologies in Q1 2019 and has held it in 11 quarters since.
  • 290 funds tracked by Wall St. Rank held Watts Water Technologies as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.