Consolidated Planning Corp’s Watsco Inc WSO Stock Holding History

Consolidated Planning 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 Q4	–	Sell	-1	Closed	–	–	464
2021 Q3	$0	Buy	+1	New	+$280	﹤0.01%	501

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Consolidated Planning Corp's WSO Position: Q4 2021 in Review

Consolidated Planning Corp sold out of Watsco Inc (WSO) in Q4 2021, closing a stake of 1 share.

Consolidated Planning Corp first reported a position in WSO in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 520 funds tracked by Wall St. Rank hold WSO as of Q4 2021.

Consolidated Planning Corp reported no remaining Watsco Inc position as of Q4 2021 after selling out during the quarter.
Consolidated Planning Corp sold 1 Watsco Inc share in Q4 2021.
Consolidated Planning Corp first reported a position in Watsco Inc in Q3 2021 and held it in 1 quarter.
Consolidated Planning Corp's Watsco Inc position peaked at $0 in Q3 2021.
520 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2021.

Based on Consolidated Planning Corp's 13F filing for Q4 2021, filed 11 Feb 2022.