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Lenox Wealth Advisors’s Watts Water Technologies WTS Stock Holding History

Lenox Wealth 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
2020
Q2 		– Sell
-24
Closed -$2K – 809
2020
Q1 		$2K Hold
24
– – ﹤0.01% 628
2019
Q4 		$2K Hold
24
– – ﹤0.01% 637
2019
Q3 		$2K Buy
+24
New +$2.23K ﹤0.01% 539

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
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Advisors's WTS Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Watts Water Technologies (WTS) in Q2 2020, closing a stake of 24 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in WTS in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q1 2020. 265 funds tracked by Wall St. Rank hold WTS as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Watts Water Technologies position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 24 Watts Water Technologies shares in Q2 2020, an estimated $2K.
  • Lenox Wealth Advisors first reported a position in Watts Water Technologies in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Watts Water Technologies position peaked at $2K in Q1 2020.
  • 265 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.