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Focused Wealth Management’s Watsco Inc WSO Stock Holding History

Focused 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
Q2 		– Sell
-450
Closed -$117K – 1046
2021
Q1 		$117K Hold
450
– – 0.02% 253
2020
Q4 		$102K Sell
450
-150
-25% -$34.5K 0.02% 263
2020
Q3 		$140K Hold
600
– – 0.03% 179
2020
Q2 		$107K Buy
+600
New +$99.3K 0.02% 217

Other funds holding WSO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
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 $3.38T AUM 44.17% 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

Focused Wealth Management's WSO Position: Q2 2021 in Review

Focused Wealth Management sold out of Watsco Inc (WSO) in Q2 2021, closing a stake of 450 shares — an estimated $117K sold.

Focused Wealth Management first reported a position in WSO in Q2 2020 and held it in 4 quarters. The position peaked at $140K in Q3 2020. 475 funds tracked by Wall St. Rank hold WSO as of Q2 2021.

  • Focused Wealth Management reported no remaining Watsco Inc position as of Q2 2021 after selling out during the quarter.
  • Focused Wealth Management sold 450 Watsco Inc shares in Q2 2021, an estimated $117K.
  • Focused Wealth Management first reported a position in Watsco Inc in Q2 2020 and held it in 4 quarters.
  • Focused Wealth Management's Watsco Inc position peaked at $140K in Q3 2020.
  • 475 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2021.

Based on Focused Wealth Management's 13F filing for Q2 2021, filed 15 Jul 2021.