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Values First Advisors’s Watts Water Technologies WTS Stock Holding History

Values First 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
-19
Closed -$3.21K – 345
2023
Q1 		$3.21K Buy
+19
New +$3.13K ﹤0.01% 263

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

Values First Advisors's WTS Position: Q2 2023 in Review

Values First Advisors sold out of Watts Water Technologies (WTS) in Q2 2023, closing a stake of 19 shares — an estimated $3.21K sold.

Values First Advisors first reported a position in WTS in Q1 2023 and held it in 1 quarter. The position peaked at $3.21K in Q1 2023. 334 funds tracked by Wall St. Rank hold WTS as of Q2 2023.

  • Values First Advisors reported no remaining Watts Water Technologies position as of Q2 2023 after selling out during the quarter.
  • Values First Advisors sold 19 Watts Water Technologies shares in Q2 2023, an estimated $3.21K.
  • Values First Advisors first reported a position in Watts Water Technologies in Q1 2023 and held it in 1 quarter.
  • Values First Advisors's Watts Water Technologies position peaked at $3.21K in Q1 2023.
  • 334 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2023.

Based on Values First Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.