OneDigital Investment Advisors’s Select Water Solutions WTTR Stock Holding History

OneDigital Investment Advisors’s Portfolio WTTR Stock Details WTTR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-47,926	Closed	-$533K	–	1527
2024 Q3	$533K	Buy	47,926 +481	+1%	+$5.29K	0.01%	912
2024 Q2	$508K	Buy	47,445 +1,153	+2%	+$11.4K	0.01%	895
2024 Q1	$427K	Buy	46,292 +1,228	+3%	+$9.9K	0.01%	794
2023 Q4	$342K	Sell	45,064 -1,376	-3%	-$10.2K	0.01%	867
2023 Q3	$369K	Buy	46,440 +105	+0.2%	+$863	0.01%	731
2023 Q2	$375K	Buy	46,335 +1,854	+4%	+$14K	0.01%	736
2023 Q1	$310K	Buy	+44,481	New	+$346K	0.01%	771

Other funds holding WTTR

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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

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

CPI

Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

OneDigital Investment Advisors's WTTR Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of Select Water Solutions (WTTR) in Q4 2024, closing a stake of 47,926 shares — an estimated $533K sold.

OneDigital Investment Advisors first reported a position in WTTR in Q1 2023 and held it in 7 quarters. The position peaked at $533K in Q3 2024. 229 funds tracked by Wall St. Rank hold WTTR as of Q4 2024.

OneDigital Investment Advisors reported no remaining Select Water Solutions position as of Q4 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 47,926 Select Water Solutions shares in Q4 2024, an estimated $533K.
OneDigital Investment Advisors first reported a position in Select Water Solutions in Q1 2023 and held it in 7 quarters.
OneDigital Investment Advisors's Select Water Solutions position peaked at $533K in Q3 2024.
229 funds tracked by Wall St. Rank held Select Water Solutions as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.