Capstone Investment Advisors
WTS icon

Capstone Investment Advisors’s Watts Water Technologies WTS Stock Holding History

Capstone Investment 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
2024
Q3 		– Sell
-1,427
Closed -$262K – 2242
2024
Q2 		$262K Buy
1,427
+474
+50% +$95.1K ﹤0.01% 1650
2024
Q1 		$203K Sell
953
-1,559
-62% -$316K ﹤0.01% 2007
2023
Q4 		$523K Sell
2,512
-455
-15% -$85.9K ﹤0.01% 1318
2023
Q3 		$513K Buy
2,967
+1,755
+145% +$321K ﹤0.01% 1309
2023
Q2 		$223K Buy
+1,212
New +$203K ﹤0.01% 1504
2017
Q4 		– Sell
-6,289
Closed -$435K – 680
2017
Q3 		$435K Buy
+6,289
New +$404K 0.02% 329
2017
Q1 		– Sell
-14,088
Closed -$918K – 1148
2016
Q4 		$918K Buy
+14,088
New +$922K 0.03% 449

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return