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Stonebridge Financial Planning Group’s Watts Water Technologies WTS Stock Holding History

Stonebridge Financial Planning 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
2022
Q1 		– Sell
-300
Closed -$46K – 365
2021
Q4 		$46K Hold
300
– – 0.02% 224
2021
Q3 		$58K Hold
300
– – 0.03% 204
2021
Q2 		$44K Hold
300
– – 0.02% 225
2021
Q1 		$36K Hold
300
– – 0.02% 242
2020
Q4 		$37K Hold
300
– – 0.02% 226
2020
Q3 		$34K Hold
300
– – 0.02% 221
2020
Q2 		$24K Hold
300
– – 0.02% 243
2020
Q1 		$24K Hold
300
– – 0.02% 233
2019
Q4 		$30K Buy
+300
New +$28.5K 0.03% 205

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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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $8.81B AUM 21.38% 1-Year Est. Return