Patriot Financial Group Insurance Agency’s Watts Water Technologies WTS Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-43	Closed	-$5K	–	1956
2022 Q2	$5K	Sell	43 -10	-19%	-$1.3K	﹤0.01%	1514
2022 Q1	$7K	Hold	53	–	–	﹤0.01%	1518
2021 Q4	$10K	Hold	53	–	–	﹤0.01%	1501
2021 Q3	$9K	Buy	53 +10	+23%	+$1.6K	﹤0.01%	1532
2021 Q2	$6K	Hold	43	–	–	﹤0.01%	1612
2021 Q1	$5K	Sell	43 -4	-9%	-$488	﹤0.01%	1582
2020 Q4	$6K	Hold	47	–	–	﹤0.01%	1399
2020 Q3	$5K	Hold	47	–	–	﹤0.01%	1256
2020 Q2	$4K	Sell	47 -7	-13%	-$564	﹤0.01%	1274
2020 Q1	$5K	Buy	+54	New	+$5.17K	﹤0.01%	1094

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 $34B AUM 6.31% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WTS Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Watts Water Technologies (WTS) in Q3 2022, closing a stake of 43 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in WTS in Q1 2020 and held it in 10 quarters. The position peaked at $10K in Q4 2021. 302 funds tracked by Wall St. Rank hold WTS as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Watts Water Technologies position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 43 Watts Water Technologies shares in Q3 2022, an estimated $5K.
Patriot Financial Group Insurance Agency first reported a position in Watts Water Technologies in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Watts Water Technologies position peaked at $10K in Q4 2021.
302 funds tracked by Wall St. Rank held Watts Water Technologies as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.