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Fortitude Advisory Group’s Watsco Inc WSO Stock Holding History

Fortitude Advisory Group’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
-162
Closed -$50K – 1310
2022
Q1 		$50K Hold
162
– – 0.03% 531
2021
Q4 		$51K Buy
+162
New +$48K 0.03% 544

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
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Fortitude Advisory Group's WSO Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Watsco Inc (WSO) in Q2 2022, closing a stake of 162 shares — an estimated $50K sold.

Fortitude Advisory Group first reported a position in WSO in Q4 2021 and held it in 2 quarters. The position peaked at $51K in Q4 2021. 515 funds tracked by Wall St. Rank hold WSO as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Watsco Inc position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 162 Watsco Inc shares in Q2 2022, an estimated $50K.
  • Fortitude Advisory Group first reported a position in Watsco Inc in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Watsco Inc position peaked at $51K in Q4 2021.
  • 515 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.