JWM
WTS icon

Janiczek Wealth Management’s Watts Water Technologies WTS Stock Holding History

Janiczek 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
2024
Q2 		$50.1K Sell
273
-88
-24% -$17.6K 0.01% 398
2024
Q1 		$76.7K Sell
361
-23
-6% -$4.66K 0.02% 339
2023
Q4 		$80K Hold
384
– – 0.02% 310
2023
Q3 		$66.4K Buy
384
+10
+3% +$1.83K 0.02% 319
2023
Q2 		$68.7K Sell
374
-23
-6% -$3.85K 0.02% 277
2023
Q1 		$63.6K Sell
397
-20
-5% -$3.3K 0.02% 281
2022
Q4 		$64.9K Buy
417
+36
+9% +$5.19K 0.02% 281
2022
Q3 		$48K Buy
381
+152
+66% +$20.6K 0.02% 314
2022
Q2 		$32K Buy
229
+218
+1,982% +$28.3K 0.01% 385
2022
Q1 		$2K Buy
+11
New +$1.73K ﹤0.01% 801

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