IWP
WTTR icon

Icon Wealth Partners’s Select Water Solutions WTTR Stock Holding History

Icon Wealth Partners’s Portfolio WTTR Stock Details WTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$475K Hold
59,787
– – 0.05% 174
2023
Q2 		$484K Hold
59,787
– – 0.05% 195
2023
Q1 		$416K Buy
+59,787
New +$466K 0.05% 211
2022
Q2 		$112K Hold
16,397
– – 0.01% 296
2022
Q1 		$141K Hold
16,397
– – 0.01% 326
2021
Q4 		$102K Buy
+16,397
New +$102K 0.01% 321

Other funds holding WTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SP
SCF Partners Houston, Texas $32.2M AUM 191.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
ER
EVR Research Richmond, Virginia $250M AUM 41.5% 1-Year Est. Return

Icon Wealth Partners's WTTR Position: Q3 2023 in Review

Icon Wealth Partners held its Select Water Solutions (WTTR) position steady in Q3 2023 at 59,787 shares worth $475K. The position accounts for 0.05% of the portfolio, ranked #174.

Icon Wealth Partners first reported a position in WTTR in Q4 2021 and has held it in 6 quarters since. The position peaked at $484K in Q2 2023. 174 funds tracked by Wall St. Rank hold WTTR as of Q3 2023.

  • Icon Wealth Partners held 59,787 shares of Select Water Solutions worth $475K as of Q3 2023.
  • Icon Wealth Partners left its Select Water Solutions share count unchanged in Q3 2023.
  • Select Water Solutions made up 0.05% of Icon Wealth Partners's portfolio in Q3 2023, its #174 holding.
  • Icon Wealth Partners first reported a position in Select Water Solutions in Q4 2021 and has held it in 6 quarters since.
  • Icon Wealth Partners's Select Water Solutions position peaked at $484K in Q2 2023.
  • 174 funds tracked by Wall St. Rank held Select Water Solutions as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.