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Gerber Kawasaki Wealth & Investment Management’s Watsco Inc WSO Stock Holding History

Gerber Kawasaki Wealth & Investment 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
Q4 		– Sell
-39
Closed -$10K – 1128
2021
Q3 		$10K Buy
+39
New +$10.9K ﹤0.01% 643

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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

Gerber Kawasaki Wealth & Investment Management's WSO Position: Q4 2021 in Review

Gerber Kawasaki Wealth & Investment Management sold out of Watsco Inc (WSO) in Q4 2021, closing a stake of 39 shares — an estimated $10K sold.

Gerber Kawasaki Wealth & Investment Management first reported a position in WSO in Q3 2021 and held it in 1 quarter. The position peaked at $10K in Q3 2021. 521 funds tracked by Wall St. Rank hold WSO as of Q4 2021.

  • Gerber Kawasaki Wealth & Investment Management reported no remaining Watsco Inc position as of Q4 2021 after selling out during the quarter.
  • Gerber Kawasaki Wealth & Investment Management sold 39 Watsco Inc shares in Q4 2021, an estimated $10K.
  • Gerber Kawasaki Wealth & Investment Management first reported a position in Watsco Inc in Q3 2021 and held it in 1 quarter.
  • Gerber Kawasaki Wealth & Investment Management's Watsco Inc position peaked at $10K in Q3 2021.
  • 521 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2021.

Based on Gerber Kawasaki Wealth & Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.