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Sound Income Strategies’s Watts Water Technologies WTS Stock Holding History

Sound Income Strategies’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
Closed -$213 – 1495
2024
Q1 		$213 Hold
1
– – ﹤0.01% 1289
2023
Q4 		$208 Buy
+1
New +$189 ﹤0.01% 1267

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
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

Sound Income Strategies's WTS Position: Q2 2024 in Review

Sound Income Strategies sold out of Watts Water Technologies (WTS) in Q2 2024, closing a stake of 1 share — an estimated $213 sold.

Sound Income Strategies first reported a position in WTS in Q4 2023 and held it in 2 quarters. The position peaked at $213 in Q1 2024. 408 funds tracked by Wall St. Rank hold WTS as of Q2 2024.

  • Sound Income Strategies reported no remaining Watts Water Technologies position as of Q2 2024 after selling out during the quarter.
  • Sound Income Strategies sold 1 Watts Water Technologies share in Q2 2024, an estimated $213.
  • Sound Income Strategies first reported a position in Watts Water Technologies in Q4 2023 and held it in 2 quarters.
  • Sound Income Strategies's Watts Water Technologies position peaked at $213 in Q1 2024.
  • 408 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2024.

Based on Sound Income Strategies's 13F filing for Q2 2024, filed 12 Jul 2024.