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TFO Wealth Partners’s Watts Water Technologies WTS Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-1
Closed -$213 – 762
2024
Q1 		$213 Sell
1
-3
-75% -$608 ﹤0.01% 475
2023
Q4 		$833 Hold
4
– – ﹤0.01% 232
2023
Q3 		$735 Buy
4
+3
+300% +$548 ﹤0.01% 352
2023
Q2 		$184 Hold
1
– – ﹤0.01% 531
2023
Q1 		$168 Sell
1
-1
-50% -$165 ﹤0.01% 525
2022
Q4 		$314 Buy
+2
New +$288 ﹤0.01% 555

Other funds holding WTS

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 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

TFO Wealth Partners's WTS Position: Q2 2024 in Review

TFO Wealth Partners sold out of Watts Water Technologies (WTS) in Q2 2024, closing a stake of 1 share — an estimated $213 sold.

TFO Wealth Partners first reported a position in WTS in Q4 2022 and held it in 6 quarters. The position peaked at $833 in Q4 2023. 410 funds tracked by Wall St. Rank hold WTS as of Q2 2024.

  • TFO Wealth Partners reported no remaining Watts Water Technologies position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Watts Water Technologies share in Q2 2024, an estimated $213.
  • TFO Wealth Partners first reported a position in Watts Water Technologies in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Watts Water Technologies position peaked at $833 in Q4 2023.
  • 410 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.