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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

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 $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
MU
Mirova US Boston, Massachusetts $9.3B AUM 25.54% 1-Year Est. Return

Stonebridge Financial Planning Group's WTS Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Watts Water Technologies (WTS) in Q1 2022, closing a stake of 300 shares — an estimated $46K sold.

Stonebridge Financial Planning Group first reported a position in WTS in Q4 2019 and held it in 9 quarters. The position peaked at $58K in Q3 2021. 326 funds tracked by Wall St. Rank hold WTS as of Q1 2022.

  • Stonebridge Financial Planning Group reported no remaining Watts Water Technologies position as of Q1 2022 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 300 Watts Water Technologies shares in Q1 2022, an estimated $46K.
  • Stonebridge Financial Planning Group first reported a position in Watts Water Technologies in Q4 2019 and held it in 9 quarters.
  • Stonebridge Financial Planning Group's Watts Water Technologies position peaked at $58K in Q3 2021.
  • 326 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.