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

TCI 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
Q2 		– Sell
-85
Closed -$14.3K – 2264
2023
Q1 		$14.3K Hold
85
– – ﹤0.01% 876
2022
Q4 		$12.4K Hold
85
– – ﹤0.01% 927
2022
Q3 		$11K Buy
85
+2
+2% +$272 ﹤0.01% 980
2022
Q2 		$10K Buy
83
+47
+131% +$6.1K ﹤0.01% 1040
2022
Q1 		$5K Hold
36
– – ﹤0.01% 1618
2021
Q4 		$7K Hold
36
– – ﹤0.01% 1471
2021
Q3 		$6K Buy
36
+18
+100% +$2.88K ﹤0.01% 1527
2021
Q2 		$3K Hold
18
– – ﹤0.01% 1875
2021
Q1 		$2K Buy
+18
New +$2.19K ﹤0.01% 1926

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

TCI Wealth Advisors's WTS Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Watts Water Technologies (WTS) in Q2 2023, closing a stake of 85 shares — an estimated $14.3K sold.

TCI Wealth Advisors first reported a position in WTS in Q1 2021 and held it in 9 quarters. The position peaked at $14.3K in Q1 2023. 334 funds tracked by Wall St. Rank hold WTS as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Watts Water Technologies position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 85 Watts Water Technologies shares in Q2 2023, an estimated $14.3K.
  • TCI Wealth Advisors first reported a position in Watts Water Technologies in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's Watts Water Technologies position peaked at $14.3K in Q1 2023.
  • 334 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.