Newbridge Financial Services Group’s Watts Water Technologies WTS Stock Holding History

Newbridge Financial Services Group’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	-13	Closed	-$2.71K	–	1315
2023 Q4	$2.71K	Hold	13	–	–	﹤0.01%	942
2023 Q3	$2.25K	Hold	13	–	–	﹤0.01%	1058
2023 Q2	$2.39K	Hold	13	–	–	﹤0.01%	1113
2023 Q1	$2.19K	Hold	13	–	–	﹤0.01%	1184
2022 Q4	$1.9K	Hold	13	–	–	﹤0.01%	1221
2022 Q3	$2K	Hold	13	–	–	﹤0.01%	1246
2022 Q2	$2K	Hold	13	–	–	﹤0.01%	1231
2022 Q1	$2K	Hold	13	–	–	﹤0.01%	1337
2021 Q4	$3K	Buy	+13	New	+$2.47K	﹤0.01%	1194

Other funds holding WTS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return