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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.3B AUM 25.54% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Janiczek Wealth Management's WTS Position: Q2 2024 in Review

Janiczek Wealth Management reduced its Watts Water Technologies (WTS) stake by 24% in Q2 2024, selling an estimated $17.6K and leaving 273 shares worth $50.1K. The position accounts for 0.01% of the portfolio, ranked #398.

Janiczek Wealth Management first reported a position in WTS in Q1 2022 and has held it in 10 quarters since. The position peaked at $80K in Q4 2023. 410 funds tracked by Wall St. Rank hold WTS as of Q2 2024.

Janiczek Wealth Management held 273 shares of Watts Water Technologies worth $50.1K as of Q2 2024.
Janiczek Wealth Management sold 88 Watts Water Technologies shares in Q2 2024, an estimated $17.6K.
Watts Water Technologies made up 0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #398 holding.
Janiczek Wealth Management first reported a position in Watts Water Technologies in Q1 2022 and has held it in 10 quarters since.
Janiczek Wealth Management's Watts Water Technologies position peaked at $80K in Q4 2023.
410 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.