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Sutton Wealth Advisors’s Watts Water Technologies WTS Stock Holding History

Sutton Wealth Advisors’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
Q1 		– Sell
-5
Closed -$731 – 1578
2022
Q4 		$731 Hold
5
– – ﹤0.01% 1414
2022
Q3 		$629 Buy
+5
New +$679 ﹤0.01% 1419
2022
Q2 		– Sell
-7
Closed -$977 – 1721
2022
Q1 		$977 Sell
7
-327
-98% -$51.3K ﹤0.01% 1347
2021
Q4 		$64.9K Buy
334
+6
+2% +$1.14K 0.02% 346
2021
Q3 		$55.1K Hold
328
– – 0.02% 372
2021
Q2 		$47.9K Hold
328
– – 0.02% 420
2021
Q1 		$39K Hold
328
– – 0.02% 461
2020
Q4 		$39.9K Hold
328
– – 0.02% 419
2020
Q3 		$32.8K Hold
328
– – 0.02% 409
2020
Q2 		$26.6K Hold
328
– – 0.01% 456
2020
Q1 		$27.8K Hold
328
– – 0.02% 389
2019
Q4 		$32.7K Hold
328
– – 0.02% 430
2019
Q3 		$30.7K Hold
328
– – 0.02% 441
2019
Q2 		$30.6K Hold
328
– – 0.02% 450
2019
Q1 		$26.5K Hold
328
– – 0.02% 486
2018
Q4 		$21.2K Hold
328
– – 0.01% 504
2018
Q3 		$27.2K Hold
328
– – 0.02% 477
2018
Q2 		$25.7K Hold
328
– – 0.02% 509
2018
Q1 		$25.5K Hold
328
– – 0.02% 476
2017
Q4 		$24.9K Hold
328
– – 0.02% 477
2017
Q3 		$22.7K Hold
328
– – 0.02% 501
2017
Q2 		$20.7K Hold
328
– – 0.02% 515
2017
Q1 		$20.5K Hold
328
– – 0.02% 511
2016
Q4 		$21.4K Hold
328
– – 0.02% 467
2016
Q3 		$21.3K Hold
328
– – 0.02% 445
2016
Q2 		$19.1K Hold
328
– – 0.02% 454
2016
Q1 		$18.1K Buy
+328
New +$16.6K 0.02% 466

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
MU
Mirova US Boston, Massachusetts $9.3B AUM 25.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sutton Wealth Advisors's WTS Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Watts Water Technologies (WTS) in Q1 2023, closing a stake of 5 shares — an estimated $731 sold.

Sutton Wealth Advisors first reported a position in WTS in Q1 2016 and held it in 27 quarters. The position peaked at $64.9K in Q4 2021. 331 funds tracked by Wall St. Rank hold WTS as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Watts Water Technologies position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 5 Watts Water Technologies shares in Q1 2023, an estimated $731.
  • Sutton Wealth Advisors first reported a position in Watts Water Technologies in Q1 2016 and held it in 27 quarters.
  • Sutton Wealth Advisors's Watts Water Technologies position peaked at $64.9K in Q4 2021.
  • 331 funds tracked by Wall St. Rank held Watts Water Technologies as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.