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Sowell Financial Services’s Watts Water Technologies WTS Stock Holding History

Sowell Financial Services’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
2020
Q3 		– Sell
-5
Closed – – 2730
2020
Q2 		$0 Hold
5
– – ﹤0.01% 2687
2020
Q1 		$0 Sell
5
-8
-62% -$766 ﹤0.01% 2725
2019
Q4 		$1K Sell
13
-7
-35% -$664 ﹤0.01% 2448
2019
Q3 		$2K Buy
+20
New +$1.86K ﹤0.01% 2147

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Sowell Financial Services's WTS Position: Q3 2020 in Review

Sowell Financial Services sold out of Watts Water Technologies (WTS) in Q3 2020, closing a stake of 5 shares.

Sowell Financial Services first reported a position in WTS in Q3 2019 and held it in 4 quarters. The position peaked at $2K in Q3 2019. 257 funds tracked by Wall St. Rank hold WTS as of Q3 2020.

  • Sowell Financial Services reported no remaining Watts Water Technologies position as of Q3 2020 after selling out during the quarter.
  • Sowell Financial Services sold 5 Watts Water Technologies shares in Q3 2020.
  • Sowell Financial Services first reported a position in Watts Water Technologies in Q3 2019 and held it in 4 quarters.
  • Sowell Financial Services's Watts Water Technologies position peaked at $2K in Q3 2019.
  • 257 funds tracked by Wall St. Rank held Watts Water Technologies as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.