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Gideon Capital Advisors’s Watsco Inc WSO Stock Holding History

Gideon Capital Advisors’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
2020
Q1 		– Sell
-1,122
Closed -$202K – 218
2019
Q4 		$202K Buy
+1,122
New +$197K 0.07% 247
2019
Q1 		– Sell
-2,589
Closed -$360K – 531
2018
Q4 		$360K Buy
+2,589
New +$395K 0.15% 217
2017
Q1 		– Sell
-1,488
Closed -$221K – 531
2016
Q4 		$221K Buy
+1,488
New +$216K 0.14% 352

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
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
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
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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Gideon Capital Advisors's WSO Position: Q1 2020 in Review

Gideon Capital Advisors sold out of Watsco Inc (WSO) in Q1 2020, closing a stake of 1,122 shares — an estimated $202K sold.

Gideon Capital Advisors first reported a position in WSO in Q4 2016 and held it in 3 quarters. The position peaked at $360K in Q4 2018. 373 funds tracked by Wall St. Rank hold WSO as of Q1 2020.

  • Gideon Capital Advisors reported no remaining Watsco Inc position as of Q1 2020 after selling out during the quarter.
  • Gideon Capital Advisors sold 1,122 Watsco Inc shares in Q1 2020, an estimated $202K.
  • Gideon Capital Advisors first reported a position in Watsco Inc in Q4 2016 and held it in 3 quarters.
  • Gideon Capital Advisors's Watsco Inc position peaked at $360K in Q4 2018.
  • 373 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2020.

Based on Gideon Capital Advisors's 13F filing for Q1 2020.