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Castle Wealth Management’s Watts Water Technologies WTS Stock Holding History

Castle Wealth Management’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
2022
Q4 		– Sell
-241
Closed -$30K – 644
2022
Q3 		$30K Hold
241
– – 0.02% 281
2022
Q2 		$30K Buy
+241
New +$31.3K 0.02% 275

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Castle Wealth Management's WTS Position: Q4 2022 in Review

Castle Wealth Management sold out of Watts Water Technologies (WTS) in Q4 2022, closing a stake of 241 shares — an estimated $30K sold.

Castle Wealth Management first reported a position in WTS in Q2 2022 and held it in 2 quarters. The position peaked at $30K in Q3 2022. 312 funds tracked by Wall St. Rank hold WTS as of Q4 2022.

  • Castle Wealth Management reported no remaining Watts Water Technologies position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 241 Watts Water Technologies shares in Q4 2022, an estimated $30K.
  • Castle Wealth Management first reported a position in Watts Water Technologies in Q2 2022 and held it in 2 quarters.
  • Castle Wealth Management's Watts Water Technologies position peaked at $30K in Q3 2022.
  • 312 funds tracked by Wall St. Rank held Watts Water Technologies as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.