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

Focused 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
2024
Q1 		– Sell
-137
Closed -$28.5K – 981
2023
Q4 		$28.5K Buy
+137
New +$25.9K ﹤0.01% 386

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 $3.38T AUM 44.17% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $9.3B AUM 25.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Focused Wealth Management's WTS Position: Q1 2024 in Review

Focused Wealth Management sold out of Watts Water Technologies (WTS) in Q1 2024, closing a stake of 137 shares — an estimated $28.5K sold.

Focused Wealth Management first reported a position in WTS in Q4 2023 and held it in 1 quarter. The position peaked at $28.5K in Q4 2023. 400 funds tracked by Wall St. Rank hold WTS as of Q1 2024.

  • Focused Wealth Management reported no remaining Watts Water Technologies position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 137 Watts Water Technologies shares in Q1 2024, an estimated $28.5K.
  • Focused Wealth Management first reported a position in Watts Water Technologies in Q4 2023 and held it in 1 quarter.
  • Focused Wealth Management's Watts Water Technologies position peaked at $28.5K in Q4 2023.
  • 400 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.