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Jacobi Capital Management’s Watts Water Technologies WTS Stock Holding History

Jacobi Capital 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
Q4 		– Sell
-20
Closed -$3K – 1345
2021
Q3 		$3K Buy
+20
New +$3.21K ﹤0.01% 1299

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Jacobi Capital Management's WTS Position: Q4 2021 in Review

Jacobi Capital Management sold out of Watts Water Technologies (WTS) in Q4 2021, closing a stake of 20 shares — an estimated $3K sold.

Jacobi Capital Management first reported a position in WTS in Q3 2021 and held it in 1 quarter. The position peaked at $3K in Q3 2021. 327 funds tracked by Wall St. Rank hold WTS as of Q4 2021.

  • Jacobi Capital Management reported no remaining Watts Water Technologies position as of Q4 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 20 Watts Water Technologies shares in Q4 2021, an estimated $3K.
  • Jacobi Capital Management first reported a position in Watts Water Technologies in Q3 2021 and held it in 1 quarter.
  • Jacobi Capital Management's Watts Water Technologies position peaked at $3K in Q3 2021.
  • 327 funds tracked by Wall St. Rank held Watts Water Technologies as of Q4 2021.

Based on Jacobi Capital Management's 13F filing for Q4 2021, filed 14 Feb 2022.