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Regent Peak Wealth Advisors’s Watts Water Technologies WTS Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-90
Closed -$11K – 1014
2020
Q4 		$11K Buy
+90
New +$10.3K ﹤0.01% 556

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
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Regent Peak Wealth Advisors's WTS Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Watts Water Technologies (WTS) in Q1 2021, closing a stake of 90 shares — an estimated $11K sold.

Regent Peak Wealth Advisors first reported a position in WTS in Q4 2020 and held it in 1 quarter. The position peaked at $11K in Q4 2020. 270 funds tracked by Wall St. Rank hold WTS as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Watts Water Technologies position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 90 Watts Water Technologies shares in Q1 2021, an estimated $11K.
  • Regent Peak Wealth Advisors first reported a position in Watts Water Technologies in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Watts Water Technologies position peaked at $11K in Q4 2020.
  • 270 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.