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Wallace Advisory Group’s Watts Water Technologies WTS Stock Holding History

Wallace Advisory Group’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
-972
Closed -$203K – 204
2024
Q1 		$203K Buy
+972
New +$197K 0.15% 163

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 $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

Wallace Advisory Group's WTS Position: Q2 2024 in Review

Wallace Advisory Group sold out of Watts Water Technologies (WTS) in Q2 2024, closing a stake of 972 shares — an estimated $203K sold.

Wallace Advisory Group first reported a position in WTS in Q1 2024 and held it in 1 quarter. The position peaked at $203K in Q1 2024. 408 funds tracked by Wall St. Rank hold WTS as of Q2 2024.

  • Wallace Advisory Group reported no remaining Watts Water Technologies position as of Q2 2024 after selling out during the quarter.
  • Wallace Advisory Group sold 972 Watts Water Technologies shares in Q2 2024, an estimated $203K.
  • Wallace Advisory Group first reported a position in Watts Water Technologies in Q1 2024 and held it in 1 quarter.
  • Wallace Advisory Group's Watts Water Technologies position peaked at $203K in Q1 2024.
  • 408 funds tracked by Wall St. Rank held Watts Water Technologies as of Q2 2024.

Based on Wallace Advisory Group's 13F filing for Q2 2024, filed 15 Aug 2024.