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Steward Financial Group’s Watts Water Technologies WTS Stock Holding History

Steward Financial 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
2023
Q3 		$3K Buy
+21
New +$3.84K ﹤0.01% 902
2022
Q3 		– Sell
-5
Closed – – 1348
2022
Q2 		$0 Buy
+5
New +$649 ﹤0.01% 1422

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

Steward Financial Group's WTS Position: Q3 2023 in Review

Steward Financial Group opened a new position in Watts Water Technologies (WTS) in Q3 2023: 21 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #902 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in WTS as recently as Q2 2022.

Steward Financial Group first reported a position in WTS in Q2 2022 and has held it in 2 quarters since. 351 funds tracked by Wall St. Rank hold WTS as of Q3 2023.

  • Steward Financial Group held 21 shares of Watts Water Technologies worth $3K as of Q3 2023.
  • Watts Water Technologies was a new Steward Financial Group position in Q3 2023.
  • Watts Water Technologies made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #902 holding.
  • Steward Financial Group first reported a position in Watts Water Technologies in Q2 2022 and has held it in 2 quarters since.
  • 351 funds tracked by Wall St. Rank held Watts Water Technologies as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.