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Glassman Wealth Services’s Watts Water Technologies WTS Stock Holding History

Glassman Wealth 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
2022
Q2 		– Sell
-13
Closed -$2K – 2041
2022
Q1 		$2K Buy
+13
New +$2.04K ﹤0.01% 1286
2020
Q2 		– Sell
-3
Closed – – 1577
2020
Q1 		$0 Hold
3
– – ﹤0.01% 1620
2019
Q4 		$0 Buy
+3
New +$285 ﹤0.01% 1520

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $9.3B AUM 25.54% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 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

Glassman Wealth Services's WTS Position: Q2 2022 in Review

Glassman Wealth Services sold out of Watts Water Technologies (WTS) in Q2 2022, closing a stake of 13 shares — an estimated $2K sold.

Glassman Wealth Services first reported a position in WTS in Q4 2019 and held it in 3 quarters. The position peaked at $2K in Q1 2022. 300 funds tracked by Wall St. Rank hold WTS as of Q2 2022.

  • Glassman Wealth Services reported no remaining Watts Water Technologies position as of Q2 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 13 Watts Water Technologies shares in Q2 2022, an estimated $2K.
  • Glassman Wealth Services first reported a position in Watts Water Technologies in Q4 2019 and held it in 3 quarters.
  • Glassman Wealth Services's Watts Water Technologies position peaked at $2K in Q1 2022.
  • 300 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2022.

Based on Glassman Wealth Services's 13F filing for Q2 2022, filed 4 Aug 2022.