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BerganKDV Wealth Management’s Watsco Inc WSO Stock Holding History

BerganKDV Wealth Management’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
2022
Q1 		– Sell
-179
Closed -$56K – 1114
2021
Q4 		$56K Buy
+179
New +$53K 0.01% 411
2020
Q3 		– Sell
-24
Closed -$4K – 1022
2020
Q2 		$4K Buy
+24
New +$3.97K ﹤0.01% 675

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Baillie Gifford & Co
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Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BerganKDV Wealth Management's WSO Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of Watsco Inc (WSO) in Q1 2022, closing a stake of 179 shares — an estimated $56K sold.

BerganKDV Wealth Management first reported a position in WSO in Q2 2020 and held it in 2 quarters. The position peaked at $56K in Q4 2021. 495 funds tracked by Wall St. Rank hold WSO as of Q1 2022.

  • BerganKDV Wealth Management reported no remaining Watsco Inc position as of Q1 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 179 Watsco Inc shares in Q1 2022, an estimated $56K.
  • BerganKDV Wealth Management first reported a position in Watsco Inc in Q2 2020 and held it in 2 quarters.
  • BerganKDV Wealth Management's Watsco Inc position peaked at $56K in Q4 2021.
  • 495 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.