PO
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Private Ocean’s Watts Water Technologies WTS Stock Holding History

Private Ocean’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
2023
Q1 		– Sell
-18
Closed -$2.63K – 680
2022
Q4 		$2.63K Buy
+18
New +$2.59K ﹤0.01% 468

Other funds holding WTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Ocean's WTS Position: Q1 2023 in Review

Private Ocean sold out of Watts Water Technologies (WTS) in Q1 2023, closing a stake of 18 shares — an estimated $2.63K sold.

Private Ocean first reported a position in WTS in Q4 2022 and held it in 1 quarter. The position peaked at $2.63K in Q4 2022. 330 funds tracked by Wall St. Rank hold WTS as of Q1 2023.

  • Private Ocean reported no remaining Watts Water Technologies position as of Q1 2023 after selling out during the quarter.
  • Private Ocean sold 18 Watts Water Technologies shares in Q1 2023, an estimated $2.63K.
  • Private Ocean first reported a position in Watts Water Technologies in Q4 2022 and held it in 1 quarter.
  • Private Ocean's Watts Water Technologies position peaked at $2.63K in Q4 2022.
  • 330 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2023.

Based on Private Ocean's 13F filing for Q1 2023, filed 21 Apr 2023.