AMP Capital Investors’s Watsco Inc WSO Stock Holding History

AMP Capital Investors’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 Q4	–	Sell	-1,752	Closed	-$464K	–	996
2021 Q3	$464K	Sell	1,752 -357	-17%	-$100K	﹤0.01%	972
2021 Q2	$605K	Sell	2,109 -373	-15%	-$107K	﹤0.01%	934
2021 Q1	$647K	Sell	2,482 -743	-23%	-$183K	﹤0.01%	937
2020 Q4	$735K	Buy	3,225 +133	+4%	+$30.6K	﹤0.01%	914
2020 Q3	$719K	Hold	3,092	–	–	﹤0.01%	874
2020 Q2	$539K	Sell	3,092 -69	-2%	-$11.4K	﹤0.01%	903
2020 Q1	$493K	Sell	3,161 -385	-11%	-$65K	﹤0.01%	885
2019 Q4	$640K	Sell	3,546 -546	-13%	-$96K	﹤0.01%	933
2019 Q3	$681K	Buy	4,092 +157	+4%	+$25.5K	﹤0.01%	932
2019 Q2	$643K	Buy	3,935 +143	+4%	+$22.5K	﹤0.01%	949
2019 Q1	$538K	Buy	+3,792	New	+$544K	﹤0.01%	954

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

AMP Capital Investors's WSO Position: Q4 2021 in Review

AMP Capital Investors sold out of Watsco Inc (WSO) in Q4 2021, closing a stake of 1,752 shares — an estimated $464K sold.

AMP Capital Investors first reported a position in WSO in Q1 2019 and held it in 11 quarters. The position peaked at $735K in Q4 2020. 521 funds tracked by Wall St. Rank hold WSO as of Q4 2021.

AMP Capital Investors reported no remaining Watsco Inc position as of Q4 2021 after selling out during the quarter.
AMP Capital Investors sold 1,752 Watsco Inc shares in Q4 2021, an estimated $464K.
AMP Capital Investors first reported a position in Watsco Inc in Q1 2019 and held it in 11 quarters.
AMP Capital Investors's Watsco Inc position peaked at $735K in Q4 2020.
521 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2021.

Based on AMP Capital Investors's 13F filing for Q4 2021, filed 14 Feb 2022.