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HeadInvest LLC’s Watts Water Technologies WTS Stock Holding History

HeadInvest LLC’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
2023
Q4 		– Sell
-238
Closed -$40.8K – 713
2023
Q3 		$40.8K Buy
+238
New +$43.5K 0.01% 373

Other funds holding WTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $34B AUM 6.31% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

HeadInvest LLC's WTS Position: Q4 2023 in Review

HeadInvest LLC sold out of Watts Water Technologies (WTS) in Q4 2023, closing a stake of 238 shares — an estimated $40.8K sold.

HeadInvest LLC first reported a position in WTS in Q3 2023 and held it in 1 quarter. The position peaked at $40.8K in Q3 2023. 391 funds tracked by Wall St. Rank hold WTS as of Q4 2023.

  • HeadInvest LLC reported no remaining Watts Water Technologies position as of Q4 2023 after selling out during the quarter.
  • HeadInvest LLC sold 238 Watts Water Technologies shares in Q4 2023, an estimated $40.8K.
  • HeadInvest LLC first reported a position in Watts Water Technologies in Q3 2023 and held it in 1 quarter.
  • HeadInvest LLC's Watts Water Technologies position peaked at $40.8K in Q3 2023.
  • 391 funds tracked by Wall St. Rank held Watts Water Technologies as of Q4 2023.

Based on HeadInvest LLC's 13F filing for Q4 2023, filed 12 Feb 2024.