KWM
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Kolinsky Wealth Management’s Watts Water Technologies WTS Stock Holding History

Kolinsky 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
Q4 		$416K Buy
2,045
+167
+9% +$34.7K 0.25% 86
2024
Q3 		$389K Buy
1,878
+5
+0.3% +$967 0.25% 89
2024
Q2 		$343K Hold
1,873
– – 0.25% 90
2024
Q1 		$398K Buy
1,873
+2
+0.1% +$405 0.3% 75
2023
Q4 		$390K Sell
1,871
-45
-2% -$8.5K 0.34% 72
2023
Q3 		$331K Buy
1,916
+20
+1% +$3.66K 0.33% 73
2023
Q2 		$343K Buy
1,896
+117
+7% +$19.6K 0.33% 75
2023
Q1 		$299K Sell
1,779
-22
-1% -$3.63K 0.32% 78
2022
Q4 		$263K Buy
1,801
+19
+1% +$2.74K 0.3% 90
2022
Q3 		$224K Buy
1,782
+7
+0.4% +$950 0.28% 101
2022
Q2 		$218K Hold
1,775
– – 0.26% 108
2022
Q1 		$248K Sell
1,775
-298
-14% -$46.8K 0.24% 107
2021
Q4 		$403K Buy
+2,073
New +$394K 0.37% 54

Other funds holding WTS

BlackRock
BlackRock New York $5.7T 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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return