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Evolution Wealth Advisors’s Watts Water Technologies WTS Stock Holding History

Evolution Wealth 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
Q2 		– Sell
-86
Closed -$10K – 677
2021
Q1 		$10K Buy
+86
New +$10.5K ﹤0.01% 421

Other funds holding WTS

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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
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Evolution Wealth Advisors's WTS Position: Q2 2021 in Review

Evolution Wealth Advisors sold out of Watts Water Technologies (WTS) in Q2 2021, closing a stake of 86 shares — an estimated $10K sold.

Evolution Wealth Advisors first reported a position in WTS in Q1 2021 and held it in 1 quarter. The position peaked at $10K in Q1 2021. 275 funds tracked by Wall St. Rank hold WTS as of Q2 2021.

  • Evolution Wealth Advisors reported no remaining Watts Water Technologies position as of Q2 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 86 Watts Water Technologies shares in Q2 2021, an estimated $10K.
  • Evolution Wealth Advisors first reported a position in Watts Water Technologies in Q1 2021 and held it in 1 quarter.
  • Evolution Wealth Advisors's Watts Water Technologies position peaked at $10K in Q1 2021.
  • 275 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2021.

Based on Evolution Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.