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KCM Investment Advisors’s Watts Water Technologies WTS Stock Holding History

KCM Investment Advisors’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 		– Sell
-975
Closed -$207K – 382
2024
Q1 		$207K Sell
975
-40
-4% -$8.1K 0.01% 366
2023
Q4 		$211K Sell
1,015
-150
-13% -$28.3K 0.01% 353
2023
Q3 		$201K Sell
1,165
-350
-23% -$64K 0.01% 360
2023
Q2 		$278K Sell
1,515
-300
-17% -$50.2K 0.01% 343
2023
Q1 		$306K Hold
1,815
– – 0.01% 340
2022
Q4 		$265K Hold
1,815
– – 0.01% 351
2022
Q3 		$228K Hold
1,815
– – 0.01% 347
2022
Q2 		$223K Hold
1,815
– – 0.01% 365
2022
Q1 		$253K Hold
1,815
– – 0.01% 371
2021
Q4 		$352K Hold
1,815
– – 0.01% 327
2021
Q3 		$305K Buy
+1,815
New +$291K 0.01% 328

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

KCM Investment Advisors's WTS Position: Q2 2024 in Review

KCM Investment Advisors sold out of Watts Water Technologies (WTS) in Q2 2024, closing a stake of 975 shares — an estimated $207K sold.

KCM Investment Advisors first reported a position in WTS in Q3 2021 and held it in 11 quarters. The position peaked at $352K in Q4 2021. 408 funds tracked by Wall St. Rank hold WTS as of Q2 2024.

  • KCM Investment Advisors reported no remaining Watts Water Technologies position as of Q2 2024 after selling out during the quarter.
  • KCM Investment Advisors sold 975 Watts Water Technologies shares in Q2 2024, an estimated $207K.
  • KCM Investment Advisors first reported a position in Watts Water Technologies in Q3 2021 and held it in 11 quarters.
  • KCM Investment Advisors's Watts Water Technologies position peaked at $352K in Q4 2021.
  • 408 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2024.

Based on KCM Investment Advisors's 13F filing for Q2 2024, filed 29 Jul 2024.