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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Mirova US Boston, Massachusetts $9.3B AUM 25.54% 1-Year Est. Return

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 Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Newbridge Financial Services Group's WTS Position: Q1 2024 in Review

Newbridge Financial Services Group sold out of Watts Water Technologies (WTS) in Q1 2024, closing a stake of 13 shares — an estimated $2.71K sold.

Newbridge Financial Services Group first reported a position in WTS in Q4 2021 and held it in 9 quarters. The position peaked at $3K in Q4 2021. 400 funds tracked by Wall St. Rank hold WTS as of Q1 2024.

Newbridge Financial Services Group reported no remaining Watts Water Technologies position as of Q1 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 13 Watts Water Technologies shares in Q1 2024, an estimated $2.71K.
Newbridge Financial Services Group first reported a position in Watts Water Technologies in Q4 2021 and held it in 9 quarters.
Newbridge Financial Services Group's Watts Water Technologies position peaked at $3K in Q4 2021.
400 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2024.

Based on Newbridge Financial Services Group's 13F filing for Q1 2024, filed 24 Apr 2024.