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Destination Wealth Management’s Watsco Inc WSO Stock Holding History

Destination 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
2019
Q2 		– Sell
-4
Closed -$1K – 765
2019
Q1 		$1K Sell
4
-51
-93% -$7.32K ﹤0.01% 663
2018
Q4 		$8K Sell
55
-59
-52% -$8.99K ﹤0.01% 426
2018
Q3 		$20K Buy
114
+101
+777% +$17.8K ﹤0.01% 403
2018
Q2 		$2K Buy
+13
New +$2.37K ﹤0.01% 480

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Destination Wealth Management's WSO Position: Q2 2019 in Review

Destination Wealth Management sold out of Watsco Inc (WSO) in Q2 2019, closing a stake of 4 shares — an estimated $1K sold.

Destination Wealth Management first reported a position in WSO in Q2 2018 and held it in 4 quarters. The position peaked at $20K in Q3 2018. 381 funds tracked by Wall St. Rank hold WSO as of Q2 2019.

  • Destination Wealth Management reported no remaining Watsco Inc position as of Q2 2019 after selling out during the quarter.
  • Destination Wealth Management sold 4 Watsco Inc shares in Q2 2019, an estimated $1K.
  • Destination Wealth Management first reported a position in Watsco Inc in Q2 2018 and held it in 4 quarters.
  • Destination Wealth Management's Watsco Inc position peaked at $20K in Q3 2018.
  • 381 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2019.

Based on Destination Wealth Management's 13F filing for Q2 2019, filed 19 Jul 2019.