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Kapitalo Investimentos’s Watts Water Technologies WTS Stock Holding History

Kapitalo Investimentos’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
Q1 		– Sell
-758
Closed -$158K – 565
2023
Q4 		$158K Sell
758
-1,852
-71% -$350K 0.03% 321
2023
Q3 		$451K Buy
2,610
+2,457
+1,606% +$449K 0.06% 125
2023
Q2 		$28.1K Buy
+153
New +$25.6K 0.01% 436

Other funds holding WTS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $32.2B AUM 10.98% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $9.3B AUM 25.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Kapitalo Investimentos's WTS Position: Q1 2024 in Review

Kapitalo Investimentos sold out of Watts Water Technologies (WTS) in Q1 2024, closing a stake of 758 shares — an estimated $158K sold.

Kapitalo Investimentos first reported a position in WTS in Q2 2023 and held it in 3 quarters. The position peaked at $451K in Q3 2023. 400 funds tracked by Wall St. Rank hold WTS as of Q1 2024.

  • Kapitalo Investimentos reported no remaining Watts Water Technologies position as of Q1 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 758 Watts Water Technologies shares in Q1 2024, an estimated $158K.
  • Kapitalo Investimentos first reported a position in Watts Water Technologies in Q2 2023 and held it in 3 quarters.
  • Kapitalo Investimentos's Watts Water Technologies position peaked at $451K in Q3 2023.
  • 400 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2024.

Based on Kapitalo Investimentos's 13F filing for Q1 2024, filed 15 May 2024.