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Unique Wealth Strategies’s Select Water Solutions WTTR Stock Holding History

Unique Wealth Strategies’s Portfolio WTTR Stock Details WTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-100
Closed -$923 – 681
2024
Q2 		$923 Buy
+100
New +$988 ﹤0.01% 563

Other funds holding WTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CPI
Crestview Partners II New York $341M AUM 17.29% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Unique Wealth Strategies's WTTR Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Select Water Solutions (WTTR) in Q3 2024, closing a stake of 100 shares — an estimated $923 sold.

Unique Wealth Strategies first reported a position in WTTR in Q2 2024 and held it in 1 quarter. The position peaked at $923 in Q2 2024. 219 funds tracked by Wall St. Rank hold WTTR as of Q3 2024.

  • Unique Wealth Strategies reported no remaining Select Water Solutions position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 100 Select Water Solutions shares in Q3 2024, an estimated $923.
  • Unique Wealth Strategies first reported a position in Select Water Solutions in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's Select Water Solutions position peaked at $923 in Q2 2024.
  • 219 funds tracked by Wall St. Rank held Select Water Solutions as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.