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Harvest Group Wealth Management’s Watts Water Technologies WTS Stock Holding History

Harvest Group 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
2021
Q1 		– Sell
-15
Closed -$2K – 725
2020
Q4 		$2K Hold
15
– – ﹤0.01% 397
2020
Q3 		$2K Hold
15
– – ﹤0.01% 389
2020
Q2 		$1K Hold
15
– – ﹤0.01% 441
2020
Q1 		$1K Hold
15
– – ﹤0.01% 452
2019
Q4 		$1K Hold
15
– – ﹤0.01% 900
2019
Q3 		$1K Hold
15
– – ﹤0.01% 954
2019
Q2 		$1K Hold
15
– – ﹤0.01% 835
2019
Q1 		$1K Buy
+15
New +$1.14K ﹤0.01% 867

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
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

Harvest Group Wealth Management's WTS Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Watts Water Technologies (WTS) in Q1 2021, closing a stake of 15 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in WTS in Q1 2019 and held it in 8 quarters. The position peaked at $2K in Q4 2020. 270 funds tracked by Wall St. Rank hold WTS as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Watts Water Technologies position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 15 Watts Water Technologies shares in Q1 2021, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in Watts Water Technologies in Q1 2019 and held it in 8 quarters.
  • Harvest Group Wealth Management's Watts Water Technologies position peaked at $2K in Q4 2020.
  • 270 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.