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WR Wealth Planners’s Watts Water Technologies WTS Stock Holding History

WR Wealth Planners’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
Q4 		$15.2K Hold
75
– – ﹤0.01% 527
2024
Q3 		$15.5K Hold
75
– – ﹤0.01% 555
2024
Q2 		$13.8K Hold
75
– – ﹤0.01% 520
2024
Q1 		$15.9K Buy
+75
New +$15.2K 0.01% 498
2023
Q4 		– Sell
-75
Closed -$13K – 867
2023
Q3 		$13K Hold
75
– – ﹤0.01% 498
2023
Q2 		$13.8K Hold
75
– – 0.01% 494
2023
Q1 		$12.6K Buy
+75
New +$12.4K 0.01% 498

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

WR Wealth Planners's WTS Position: Q4 2024 in Review

WR Wealth Planners held its Watts Water Technologies (WTS) position steady in Q4 2024 at 75 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #527.

WR Wealth Planners first reported a position in WTS in Q1 2023 and has held it in 7 quarters since. The position peaked at $15.9K in Q1 2024. 413 funds tracked by Wall St. Rank hold WTS as of Q4 2024.

  • WR Wealth Planners held 75 shares of Watts Water Technologies worth $15.2K as of Q4 2024.
  • WR Wealth Planners left its Watts Water Technologies share count unchanged in Q4 2024.
  • Watts Water Technologies made up ﹤0.01% of WR Wealth Planners's portfolio in Q4 2024, its #527 holding.
  • WR Wealth Planners first reported a position in Watts Water Technologies in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Watts Water Technologies position peaked at $15.9K in Q1 2024.
  • 413 funds tracked by Wall St. Rank held Watts Water Technologies as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.