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Laurel Wealth Advisors (California)’s Watts Water Technologies WTS Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$204K Buy
+1,396
New +$201K 0.02% 635
2022
Q1 		– Sell
-1,361
Closed -$264K – 813
2021
Q4 		$264K Buy
+1,361
New +$259K 0.02% 663

Other funds holding WTS

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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 $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $9.3B AUM 25.54% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Laurel Wealth Advisors (California)'s WTS Position: Q4 2022 in Review

Laurel Wealth Advisors (California) opened a new position in Watts Water Technologies (WTS) in Q4 2022: 1,396 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #635 among its holdings. This is a return to the name: Laurel Wealth Advisors (California) previously reported a position in WTS as recently as Q4 2021.

Laurel Wealth Advisors (California) first reported a position in WTS in Q4 2021 and has held it in 2 quarters since. The position peaked at $264K in Q4 2021. 311 funds tracked by Wall St. Rank hold WTS as of Q4 2022.

  • Laurel Wealth Advisors (California) held 1,396 shares of Watts Water Technologies worth $204K as of Q4 2022.
  • Watts Water Technologies was a new Laurel Wealth Advisors (California) position in Q4 2022.
  • Watts Water Technologies made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #635 holding.
  • Laurel Wealth Advisors (California) first reported a position in Watts Water Technologies in Q4 2021 and has held it in 2 quarters since.
  • Laurel Wealth Advisors (California)'s Watts Water Technologies position peaked at $264K in Q4 2021.
  • 311 funds tracked by Wall St. Rank held Watts Water Technologies as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.