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First Personal Financial Services’s Watts Water Technologies WTS Stock Holding History

First Personal Financial Services’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 		$6.84K Hold
33
– – ﹤0.01% 335
2024
Q2 		$6.05K Hold
33
– – ﹤0.01% 307
2024
Q1 		$7.01K Hold
33
– – ﹤0.01% 300
2023
Q4 		$6.88K Hold
33
– – ﹤0.01% 323
2023
Q3 		$5.7K Hold
33
– – ﹤0.01% 337
2023
Q2 		$6.06K Hold
33
– – ﹤0.01% 334
2023
Q1 		$5.55K Hold
33
– – ﹤0.01% 352
2022
Q4 		$4.83K Hold
33
– – ﹤0.01% 358
2022
Q3 		$4K Hold
33
– – ﹤0.01% 392
2022
Q2 		$4K Hold
33
– – ﹤0.01% 312
2022
Q1 		$5K Hold
33
– – ﹤0.01% 317
2021
Q4 		$6K Buy
+33
New +$6.27K ﹤0.01% 312

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $9.3B AUM 25.54% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $552B AUM 44.19% 1-Year Est. Return

First Personal Financial Services's WTS Position: Q3 2024 in Review

First Personal Financial Services held its Watts Water Technologies (WTS) position steady in Q3 2024 at 33 shares worth $6.84K. The position accounts for ﹤0.01% of the portfolio, ranked #335.

First Personal Financial Services first reported a position in WTS in Q4 2021 and has held it in 12 quarters since. The position peaked at $7.01K in Q1 2024. 404 funds tracked by Wall St. Rank hold WTS as of Q3 2024.

  • First Personal Financial Services held 33 shares of Watts Water Technologies worth $6.84K as of Q3 2024.
  • First Personal Financial Services left its Watts Water Technologies share count unchanged in Q3 2024.
  • Watts Water Technologies made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #335 holding.
  • First Personal Financial Services first reported a position in Watts Water Technologies in Q4 2021 and has held it in 12 quarters since.
  • First Personal Financial Services's Watts Water Technologies position peaked at $7.01K in Q1 2024.
  • 404 funds tracked by Wall St. Rank held Watts Water Technologies as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.