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Financial Architects (New Jersey)’s Watsco Inc WSO Stock Holding History

Financial Architects (New Jersey)’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
Q4 		– Sell
-4
Closed -$1K – 1006
2019
Q3 		$1K Buy
+4
New +$649 ﹤0.01% 976
2017
Q3 		– Sell
-9
Closed -$1K – 1616
2017
Q2 		$1K Hold
9
– – ﹤0.01% 1489
2017
Q1 		$1K Buy
+9
New +$1.35K ﹤0.01% 1537

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Financial Architects (New Jersey)'s WSO Position: Q4 2019 in Review

Financial Architects (New Jersey) sold out of Watsco Inc (WSO) in Q4 2019, closing a stake of 4 shares — an estimated $1K sold.

Financial Architects (New Jersey) first reported a position in WSO in Q1 2017 and held it in 3 quarters. The position peaked at $1K in Q3 2019. 392 funds tracked by Wall St. Rank hold WSO as of Q4 2019.

  • Financial Architects (New Jersey) reported no remaining Watsco Inc position as of Q4 2019 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 4 Watsco Inc shares in Q4 2019, an estimated $1K.
  • Financial Architects (New Jersey) first reported a position in Watsco Inc in Q1 2017 and held it in 3 quarters.
  • Financial Architects (New Jersey)'s Watsco Inc position peaked at $1K in Q3 2019.
  • 392 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2019.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2019, filed 14 Feb 2020.