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Redwood Wealth Management Group’s Watts Water Technologies WTS Stock Holding History

Redwood Wealth Management Group’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
Q3 		– Sell
-12
Closed -$2.2K – 1106
2024
Q2 		$2.2K Buy
+12
New +$2.41K ﹤0.01% 883

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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

Redwood Wealth Management Group's WTS Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Watts Water Technologies (WTS) in Q3 2024, closing a stake of 12 shares — an estimated $2.2K sold.

Redwood Wealth Management Group first reported a position in WTS in Q2 2024 and held it in 1 quarter. The position peaked at $2.2K in Q2 2024. 403 funds tracked by Wall St. Rank hold WTS as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Watts Water Technologies position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 12 Watts Water Technologies shares in Q3 2024, an estimated $2.2K.
  • Redwood Wealth Management Group first reported a position in Watts Water Technologies in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Watts Water Technologies position peaked at $2.2K in Q2 2024.
  • 403 funds tracked by Wall St. Rank held Watts Water Technologies as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.