RA
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Rational Advisors’s Watts Water Technologies WTS Stock Holding History

Rational 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
2023
Q4 		– Sell
-46
Closed -$8.45K – 281
2023
Q3 		$8.45K Hold
46
– – ﹤0.01% 233
2023
Q2 		$8.45K Hold
46
– – ﹤0.01% 222
2023
Q1 		$7.74K Hold
46
– – ﹤0.01% 221
2022
Q4 		$6.73K Hold
46
– – ﹤0.01% 212
2022
Q3 		$6K Buy
46
+1
+2% +$136 ﹤0.01% 225
2022
Q2 		$6K Buy
45
+1
+2% +$130 ﹤0.01% 227
2022
Q1 		$6K Buy
+44
New +$6.9K ﹤0.01% 241
2015
Q3 		$2.8M Sell
53,000
-7,000
-12% -$372K 1.17% 17
2015
Q2 		$3.11M Sell
60,000
-18,000
-23% -$978K 1.05% 26
2015
Q1 		$4.29M Sell
78,000
-34,500
-31% -$1.97M 1.09% 26
2014
Q4 		$7.14M Buy
+112,500
New +$6.84M 1.47% 9
2013
Q4 		$6.31M Sell
102,000
-3,000
-3% -$174K 0.54% 38
2013
Q3 		$5.92M Hold
105,000
– – 0.49% 44
2013
Q2 		$4.76M Buy
+105,000
New +$4.86M 0.41% 69

Other funds holding WTS

BlackRock
BlackRock New York $5.7T 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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