CSat Investment Advisory’s Watsco Inc WSO Stock Holding History

CSat Investment Advisory’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
2020 Q4	–	Sell	-113	Closed	-$26K	–	972
2020 Q3	$26K	Buy	113 +15	+15%	+$3.38K	﹤0.01%	800
2020 Q2	$17K	Buy	98 +6	+7%	+$993	﹤0.01%	892
2020 Q1	$15K	Buy	92 +16	+21%	+$2.7K	﹤0.01%	799
2019 Q4	$14K	Buy	76 +8	+12%	+$1.41K	﹤0.01%	902
2019 Q3	$12K	Buy	68 +13	+24%	+$2.11K	﹤0.01%	870
2019 Q2	$9K	Buy	+55	New	+$8.64K	﹤0.01%	924

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 $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

CSat Investment Advisory's WSO Position: Q4 2020 in Review

CSat Investment Advisory sold out of Watsco Inc (WSO) in Q4 2020, closing a stake of 113 shares — an estimated $26K sold.

CSat Investment Advisory first reported a position in WSO in Q2 2019 and held it in 6 quarters. The position peaked at $26K in Q3 2020. 443 funds tracked by Wall St. Rank hold WSO as of Q4 2020.

CSat Investment Advisory reported no remaining Watsco Inc position as of Q4 2020 after selling out during the quarter.
CSat Investment Advisory sold 113 Watsco Inc shares in Q4 2020, an estimated $26K.
CSat Investment Advisory first reported a position in Watsco Inc in Q2 2019 and held it in 6 quarters.
CSat Investment Advisory's Watsco Inc position peaked at $26K in Q3 2020.
443 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.