Prime Capital Investment Advisors
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Prime Capital Investment Advisors’s Watts Water Technologies WTS Stock Holding History

Prime Capital Investment Advisors’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
Q2 		– Sell
-1,116
Closed -$237K – 1041
2024
Q1 		$237K Buy
1,116
+10
+0.9% +$2.02K ﹤0.01% 861
2023
Q4 		$230K Sell
1,106
-298
-21% -$56.3K ﹤0.01% 830
2023
Q3 		$243K Buy
1,404
+84
+6% +$15.4K 0.01% 646
2023
Q2 		$243K Buy
1,320
+30
+2% +$5.02K ﹤0.01% 663
2023
Q1 		$217K Buy
+1,290
New +$213K 0.01% 494

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
Mirova US
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
Congress Asset Management
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

Prime Capital Investment Advisors's WTS Position: Q2 2024 in Review

Prime Capital Investment Advisors sold out of Watts Water Technologies (WTS) in Q2 2024, closing a stake of 1,116 shares — an estimated $237K sold.

Prime Capital Investment Advisors first reported a position in WTS in Q1 2023 and held it in 5 quarters. The position peaked at $243K in Q3 2023. 410 funds tracked by Wall St. Rank hold WTS as of Q2 2024.

  • Prime Capital Investment Advisors reported no remaining Watts Water Technologies position as of Q2 2024 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 1,116 Watts Water Technologies shares in Q2 2024, an estimated $237K.
  • Prime Capital Investment Advisors first reported a position in Watts Water Technologies in Q1 2023 and held it in 5 quarters.
  • Prime Capital Investment Advisors's Watts Water Technologies position peaked at $243K in Q3 2023.
  • 410 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2024.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.