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Fort Point Capital Partners’s Watsco Inc WSO Stock Holding History

Fort Point Capital Partners’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
2022
Q2 		– Sell
-684
Closed -$208K – 303
2022
Q1 		$208K Sell
684
-22
-3% -$6.28K 0.03% 275
2021
Q4 		$221K Buy
+706
New +$209K 0.03% 265

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Kayne Anderson Rudnick Investment Management
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
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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

Fort Point Capital Partners's WSO Position: Q2 2022 in Review

Fort Point Capital Partners sold out of Watsco Inc (WSO) in Q2 2022, closing a stake of 684 shares — an estimated $208K sold.

Fort Point Capital Partners first reported a position in WSO in Q4 2021 and held it in 2 quarters. The position peaked at $221K in Q4 2021. 515 funds tracked by Wall St. Rank hold WSO as of Q2 2022.

  • Fort Point Capital Partners reported no remaining Watsco Inc position as of Q2 2022 after selling out during the quarter.
  • Fort Point Capital Partners sold 684 Watsco Inc shares in Q2 2022, an estimated $208K.
  • Fort Point Capital Partners first reported a position in Watsco Inc in Q4 2021 and held it in 2 quarters.
  • Fort Point Capital Partners's Watsco Inc position peaked at $221K in Q4 2021.
  • 515 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2022.

Based on Fort Point Capital Partners's 13F filing for Q2 2022, filed 15 Aug 2022.