Altus Wealth Group’s Watsco Inc WSO Stock Holding History

Altus Wealth Group’s Portfolio WSO Stock Details WSO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-30	Closed	-$7K	–	776
2020 Q4	$7K	Buy	+30	New	+$6.89K	0.01%	607

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Altus Wealth Group's WSO Position: Q1 2021 in Review

Altus Wealth Group sold out of Watsco Inc (WSO) in Q1 2021, closing a stake of 30 shares — an estimated $7K sold.

Altus Wealth Group first reported a position in WSO in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 463 funds tracked by Wall St. Rank hold WSO as of Q1 2021.

Altus Wealth Group reported no remaining Watsco Inc position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 30 Watsco Inc shares in Q1 2021, an estimated $7K.
Altus Wealth Group first reported a position in Watsco Inc in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Watsco Inc position peaked at $7K in Q4 2020.
463 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.