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Kiwi Wealth Investments Limited Partnership’s Watts Water Technologies WTS Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2023
Q3 		– Sell
-5,133
Closed -$943K – 197
2023
Q2 		$943K Hold
5,133
– – 0.06% 167
2023
Q1 		$864K Hold
5,133
– – 0.06% 151
2022
Q4 		$751K Buy
+5,133
New +$740K 0.05% 174

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 $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 $3.37T AUM 44.26% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's WTS Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of Watts Water Technologies (WTS) in Q3 2023, closing a stake of 5,133 shares — an estimated $943K sold.

Kiwi Wealth Investments Limited Partnership first reported a position in WTS in Q4 2022 and held it in 3 quarters. The position peaked at $943K in Q2 2023. 352 funds tracked by Wall St. Rank hold WTS as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Watts Water Technologies position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 5,133 Watts Water Technologies shares in Q3 2023, an estimated $943K.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Watts Water Technologies in Q4 2022 and held it in 3 quarters.
  • Kiwi Wealth Investments Limited Partnership's Watts Water Technologies position peaked at $943K in Q2 2023.
  • 352 funds tracked by Wall St. Rank held Watts Water Technologies as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.