Fiera Capital (Canada)

Fiera Capital (Canada)’s Watsco Inc WSO Stock Holding History

Fiera Capital (Canada)’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 Q1	–	Sell	-9,595	Closed	-$2.17M	–	692
2020 Q4	$2.17M	Buy	9,595 +40	+0.4%	+$9.19K	0.01%	352
2020 Q3	$2.23M	Buy	9,555 +555	+6%	+$125K	0.01%	312
2020 Q2	$1.6M	Hold	9,000	–	–	0.01%	358
2020 Q1	$1.42M	Buy	9,000 +1,500	+20%	+$253K	0.01%	370
2019 Q4	$1.35M	Hold	7,500	–	–	﹤0.01%	423
2019 Q3	$1.27M	Hold	7,500	–	–	﹤0.01%	402
2019 Q2	$1.23M	Sell	7,500 -2,500	-25%	-$393K	﹤0.01%	434
2019 Q1	$1.43M	Buy	10,000 +2,300	+30%	+$330K	0.01%	437
2018 Q4	$1.07M	Hold	7,700	–	–	﹤0.01%	444
2018 Q3	$1.37M	Sell	7,700 -300	-4%	-$53K	0.01%	464
2018 Q2	$1.43M	Hold	8,000	–	–	0.01%	437
2018 Q1	$1.45M	Hold	8,000	–	–	0.01%	425
2017 Q4	$1.36M	Buy	8,000 +600	+8%	+$99.1K	0.01%	414
2017 Q3	$1.19M	Buy	7,400 +1,900	+35%	+$287K	0.01%	424
2017 Q2	$848K	Buy	+5,500	New	+$786K	﹤0.01%	459

Other funds holding WSO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Fidelity Investments

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

Wellington Management Group

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

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

Kayne Anderson Rudnick Investment Management

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