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Associated Banc-Corp’s Watsco Inc WSO Stock Holding History

Associated Banc-Corp’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
-9
Closed -$2K – 881
2020
Q4 		$2K Hold
9
– – ﹤0.01% 860
2020
Q3 		$2K Hold
9
– – ﹤0.01% 778
2020
Q2 		$2K Buy
+9
New +$1.49K ﹤0.01% 783

Other funds holding WSO

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

Associated Banc-Corp's WSO Position: Q1 2021 in Review

Associated Banc-Corp sold out of Watsco Inc (WSO) in Q1 2021, closing a stake of 9 shares — an estimated $2K sold.

Associated Banc-Corp first reported a position in WSO in Q2 2020 and held it in 3 quarters. The position peaked at $2K in Q4 2020. 463 funds tracked by Wall St. Rank hold WSO as of Q1 2021.

  • Associated Banc-Corp reported no remaining Watsco Inc position as of Q1 2021 after selling out during the quarter.
  • Associated Banc-Corp sold 9 Watsco Inc shares in Q1 2021, an estimated $2K.
  • Associated Banc-Corp first reported a position in Watsco Inc in Q2 2020 and held it in 3 quarters.
  • Associated Banc-Corp's Watsco Inc position peaked at $2K in Q4 2020.
  • 463 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2021.

Based on Associated Banc-Corp's 13F filing for Q1 2021, filed 5 May 2021.