MWM
WTS icon

Meridian Wealth Management’s Watts Water Technologies WTS Stock Holding History

Meridian 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
Q1 		– Sell
-3,050
Closed -$635K – 578
2023
Q4 		$635K Hold
3,050
– – 0.04% 334
2023
Q3 		$527K Hold
3,050
– – 0.03% 355
2023
Q2 		$560K Sell
3,050
-200
-6% -$33.5K 0.05% 305
2023
Q1 		$547K Hold
3,250
– – 0.05% 298
2022
Q4 		$475K Hold
3,250
– – 0.05% 318
2022
Q3 		$409K Hold
3,250
– – 0.04% 308
2022
Q2 		$399K Buy
+3,250
New +$422K 0.03% 391

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
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
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Meridian Wealth Management's WTS Position: Q1 2024 in Review

Meridian Wealth Management sold out of Watts Water Technologies (WTS) in Q1 2024, closing a stake of 3,050 shares — an estimated $635K sold.

Meridian Wealth Management first reported a position in WTS in Q2 2022 and held it in 7 quarters. The position peaked at $635K in Q4 2023. 400 funds tracked by Wall St. Rank hold WTS as of Q1 2024.

  • Meridian Wealth Management reported no remaining Watts Water Technologies position as of Q1 2024 after selling out during the quarter.
  • Meridian Wealth Management sold 3,050 Watts Water Technologies shares in Q1 2024, an estimated $635K.
  • Meridian Wealth Management first reported a position in Watts Water Technologies in Q2 2022 and held it in 7 quarters.
  • Meridian Wealth Management's Watts Water Technologies position peaked at $635K in Q4 2023.
  • 400 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2024.

Based on Meridian Wealth Management's 13F filing for Q1 2024, filed 25 Apr 2024.