FFT Wealth Management’s Watsco Inc WSO Stock Holding History

FFT 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
2021 Q3	–	Sell	-71	Closed	-$20K	–	245
2021 Q2	$20K	Buy	+71	New	+$20.3K	﹤0.01%	204

Other funds holding WSO

BlackRock New York $6.73T AUM 46.02% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

FFT Wealth Management's WSO Position: Q3 2021 in Review

FFT Wealth Management sold out of Watsco Inc (WSO) in Q3 2021, closing a stake of 71 shares — an estimated $20K sold.

FFT Wealth Management first reported a position in WSO in Q2 2021 and held it in 1 quarter. The position peaked at $20K in Q2 2021. 477 funds tracked by Wall St. Rank hold WSO as of Q3 2021.

FFT Wealth Management reported no remaining Watsco Inc position as of Q3 2021 after selling out during the quarter.
FFT Wealth Management sold 71 Watsco Inc shares in Q3 2021, an estimated $20K.
FFT Wealth Management first reported a position in Watsco Inc in Q2 2021 and held it in 1 quarter.
FFT Wealth Management's Watsco Inc position peaked at $20K in Q2 2021.
477 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2021.

Based on FFT Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.