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Evolution Wealth Advisors’s Watsco Inc WSO Stock Holding History

Evolution Wealth 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
Q2 		– Sell
-23
Closed -$6K – 676
2021
Q1 		$6K Buy
+23
New +$5.67K ﹤0.01% 509

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Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Evolution Wealth Advisors's WSO Position: Q2 2021 in Review

Evolution Wealth Advisors sold out of Watsco Inc (WSO) in Q2 2021, closing a stake of 23 shares — an estimated $6K sold.

Evolution Wealth Advisors first reported a position in WSO in Q1 2021 and held it in 1 quarter. The position peaked at $6K in Q1 2021. 475 funds tracked by Wall St. Rank hold WSO as of Q2 2021.

  • Evolution Wealth Advisors reported no remaining Watsco Inc position as of Q2 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 23 Watsco Inc shares in Q2 2021, an estimated $6K.
  • Evolution Wealth Advisors first reported a position in Watsco Inc in Q1 2021 and held it in 1 quarter.
  • Evolution Wealth Advisors's Watsco Inc position peaked at $6K in Q1 2021.
  • 475 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2021.

Based on Evolution Wealth Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.