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Symphony Financial’s Watts Water Technologies WTS Stock Holding History

Symphony Financial’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
Q2 		– Sell
-3,701
Closed -$613K – 217
2023
Q1 		$613K Sell
3,701
-1,072
-22% -$177K 0.16% 110
2022
Q4 		$692K Buy
+4,773
New +$688K 0.18% 106

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

Symphony Financial's WTS Position: Q2 2023 in Review

Symphony Financial sold out of Watts Water Technologies (WTS) in Q2 2023, closing a stake of 3,701 shares — an estimated $613K sold.

Symphony Financial first reported a position in WTS in Q4 2022 and held it in 2 quarters. The position peaked at $692K in Q4 2022. 334 funds tracked by Wall St. Rank hold WTS as of Q2 2023.

  • Symphony Financial reported no remaining Watts Water Technologies position as of Q2 2023 after selling out during the quarter.
  • Symphony Financial sold 3,701 Watts Water Technologies shares in Q2 2023, an estimated $613K.
  • Symphony Financial first reported a position in Watts Water Technologies in Q4 2022 and held it in 2 quarters.
  • Symphony Financial's Watts Water Technologies position peaked at $692K in Q4 2022.
  • 334 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2023.

Based on Symphony Financial's 13F filing for Q2 2023, filed 12 Jul 2023.