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Berman Capital Advisors’s Watsco Inc WSO Stock Holding History

Berman Capital Advisors’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
Q3 		$6K Buy
24
+8
+50% +$2.24K ﹤0.01% 1396
2021
Q2 		$4K Buy
16
+7
+78% +$2K ﹤0.01% 1432
2021
Q1 		$2K Buy
9
+5
+125% +$1.23K ﹤0.01% 1561
2020
Q4 		$0 Hold
4
– – ﹤0.01% 1849
2020
Q3 		$0 Hold
4
– – ﹤0.01% 1791
2020
Q2 		$0 Buy
+4
New +$662 ﹤0.01% 1848

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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Berman Capital Advisors's WSO Position: Q3 2021 in Review

Berman Capital Advisors increased its Watsco Inc (WSO) stake by 50% in Q3 2021, buying an estimated $2.24K and bringing the position to 24 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #1396.

Berman Capital Advisors first reported a position in WSO in Q2 2020 and has held it in 6 quarters since. 477 funds tracked by Wall St. Rank hold WSO as of Q3 2021.

  • Berman Capital Advisors held 24 shares of Watsco Inc worth $6K as of Q3 2021.
  • Berman Capital Advisors bought 8 Watsco Inc shares in Q3 2021, an estimated $2.24K.
  • Watsco Inc made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1396 holding.
  • Berman Capital Advisors first reported a position in Watsco Inc in Q2 2020 and has held it in 6 quarters since.
  • 477 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.