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Freestone Capital Holdings’s Watsco Inc WSO Stock Holding History

Freestone Capital Holdings’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
Q1 		– Sell
-56
Closed -$12.7K – 1142
2020
Q4 		$12.7K Buy
56
+13
+30% +$2.99K ﹤0.01% 809
2020
Q3 		$10K Buy
+43
New +$9.69K ﹤0.01% 744

Other funds holding WSO

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Vanguard Group
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Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

Freestone Capital Holdings's WSO Position: Q1 2021 in Review

Freestone Capital Holdings sold out of Watsco Inc (WSO) in Q1 2021, closing a stake of 56 shares — an estimated $12.7K sold.

Freestone Capital Holdings first reported a position in WSO in Q3 2020 and held it in 2 quarters. The position peaked at $12.7K in Q4 2020. 463 funds tracked by Wall St. Rank hold WSO as of Q1 2021.

  • Freestone Capital Holdings reported no remaining Watsco Inc position as of Q1 2021 after selling out during the quarter.
  • Freestone Capital Holdings sold 56 Watsco Inc shares in Q1 2021, an estimated $12.7K.
  • Freestone Capital Holdings first reported a position in Watsco Inc in Q3 2020 and held it in 2 quarters.
  • Freestone Capital Holdings's Watsco Inc position peaked at $12.7K in Q4 2020.
  • 463 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2021.

Based on Freestone Capital Holdings's 13F filing for Q1 2021, filed 17 May 2021.