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Disciplined Investments’s Watts Water Technologies WTS Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-5
Closed -$919 – 1573
2023
Q2 		$919 Hold
5
– – ﹤0.01% 1007
2023
Q1 		$842 Sell
5
-1
-17% -$165 ﹤0.01% 1035
2022
Q4 		$877 Hold
6
– – ﹤0.01% 956
2022
Q3 		$1K Sell
6
-1
-14% -$136 ﹤0.01% 1143
2022
Q2 		$1K Buy
7
+2
+40% +$260 ﹤0.01% 1174
2022
Q1 		$1K Buy
+5
New +$784 ﹤0.01% 1245

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
MU
Mirova US Boston, Massachusetts $9.3B AUM 25.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Disciplined Investments's WTS Position: Q3 2023 in Review

Disciplined Investments sold out of Watts Water Technologies (WTS) in Q3 2023, closing a stake of 5 shares — an estimated $919 sold.

Disciplined Investments first reported a position in WTS in Q1 2022 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 352 funds tracked by Wall St. Rank hold WTS as of Q3 2023.

  • Disciplined Investments reported no remaining Watts Water Technologies position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 5 Watts Water Technologies shares in Q3 2023, an estimated $919.
  • Disciplined Investments first reported a position in Watts Water Technologies in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Watts Water Technologies position peaked at $1K in Q3 2022.
  • 352 funds tracked by Wall St. Rank held Watts Water Technologies as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.