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LGT Financial Advisors’s Watts Water Technologies WTS Stock Holding History

LGT Financial 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
2025
Q1 		– Sell
-25
Closed -$5.08K – 735
2024
Q4 		$5.08K Hold
25
– – 0.01% 547
2024
Q3 		$5.18K Hold
25
– – 0.01% 524
2024
Q2 		$4.58K Hold
25
– – 0.01% 607
2024
Q1 		$5.31K Hold
25
– – 0.01% 618
2023
Q4 		$5.21K Sell
25
-4
-14% -$755 0.01% 621
2023
Q3 		$5.01K Buy
+29
New +$5.3K 0.01% 617

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 $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 $3.38T AUM 44.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $9.3B AUM 25.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

LGT Financial Advisors's WTS Position: Q1 2025 in Review

LGT Financial Advisors sold out of Watts Water Technologies (WTS) in Q1 2025, closing a stake of 25 shares — an estimated $5.08K sold.

LGT Financial Advisors first reported a position in WTS in Q3 2023 and held it in 6 quarters. The position peaked at $5.31K in Q1 2024. 431 funds tracked by Wall St. Rank hold WTS as of Q1 2025.

  • LGT Financial Advisors reported no remaining Watts Water Technologies position as of Q1 2025 after selling out during the quarter.
  • LGT Financial Advisors sold 25 Watts Water Technologies shares in Q1 2025, an estimated $5.08K.
  • LGT Financial Advisors first reported a position in Watts Water Technologies in Q3 2023 and held it in 6 quarters.
  • LGT Financial Advisors's Watts Water Technologies position peaked at $5.31K in Q1 2024.
  • 431 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2025.

Based on LGT Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.