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Fulcrum Equity Management’s Watsco Inc WSO Stock Holding History

Fulcrum Equity 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
2022
Q1 		– Sell
-1,091
Closed -$341K – 195
2021
Q4 		$341K Sell
1,091
-29
-3% -$8.59K 0.13% 112
2021
Q3 		$296K Buy
1,120
+6
+0.5% +$1.68K 0.11% 133
2021
Q2 		$319K Buy
1,114
+86
+8% +$24.6K 0.12% 140
2021
Q1 		$268K Buy
1,028
+5
+0.5% +$1.23K 0.11% 150
2020
Q4 		$232K Sell
1,023
-170
-14% -$39.1K 0.09% 147
2020
Q3 		$278K Sell
1,193
-1,030
-46% -$232K 0.13% 123
2020
Q2 		$395K Buy
2,223
+398
+22% +$65.9K 0.19% 96
2020
Q1 		$288K Sell
1,825
-379
-17% -$64K 0.21% 33
2019
Q4 		$397K Sell
2,204
-65
-3% -$11.4K 0.21% 78
2019
Q3 		$384K Buy
2,269
+68
+3% +$11K 0.19% 68
2019
Q2 		$351K Buy
2,201
+557
+34% +$87.5K 0.17% 66
2019
Q1 		$235K Buy
1,644
+35
+2% +$5.02K 0.08% 91
2018
Q4 		$224K Buy
+1,609
New +$245K 0.08% 74

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fulcrum Equity Management's WSO Position: Q1 2022 in Review

Fulcrum Equity Management sold out of Watsco Inc (WSO) in Q1 2022, closing a stake of 1,091 shares — an estimated $341K sold.

Fulcrum Equity Management first reported a position in WSO in Q4 2018 and held it in 13 quarters. The position peaked at $397K in Q4 2019. 495 funds tracked by Wall St. Rank hold WSO as of Q1 2022.

  • Fulcrum Equity Management reported no remaining Watsco Inc position as of Q1 2022 after selling out during the quarter.
  • Fulcrum Equity Management sold 1,091 Watsco Inc shares in Q1 2022, an estimated $341K.
  • Fulcrum Equity Management first reported a position in Watsco Inc in Q4 2018 and held it in 13 quarters.
  • Fulcrum Equity Management's Watsco Inc position peaked at $397K in Q4 2019.
  • 495 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2022.

Based on Fulcrum Equity Management's 13F filing for Q1 2022, filed 15 Apr 2022.