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Financial Gravity Companies’s Watsco Inc WSO Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$276K Buy
+1,874
New +$286K 0.25% 84
2018
Q1 		$261K Buy
1,563
+281
+22% +$48.7K 0.27% 66
2017
Q4 		$230K Buy
+1,282
New +$212K 0.26% 73

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Gravity Companies's WSO Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Watsco Inc (WSO) in Q4 2018: 1,874 shares worth $276K. The stake represents 0.25% of the portfolio and ranks #84 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in WSO as recently as Q1 2018.

Financial Gravity Companies first reported a position in WSO in Q4 2017 and has held it in 3 quarters since. 346 funds tracked by Wall St. Rank hold WSO as of Q4 2018.

  • Financial Gravity Companies held 1,874 shares of Watsco Inc worth $276K as of Q4 2018.
  • Watsco Inc was a new Financial Gravity Companies position in Q4 2018.
  • Watsco Inc made up 0.25% of Financial Gravity Companies's portfolio in Q4 2018, its #84 holding.
  • Financial Gravity Companies first reported a position in Watsco Inc in Q4 2017 and has held it in 3 quarters since.
  • 346 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.