Harvest Group Wealth Management’s Watsco Inc WSO Stock Holding History

Harvest Group Wealth 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
2020 Q2	–	Sell	-1	Closed	–	–	876
2020 Q1	$0	Buy	+1	New	+$169	﹤0.01%	1048

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Harvest Group Wealth Management's WSO Position: Q2 2020 in Review

Harvest Group Wealth Management sold out of Watsco Inc (WSO) in Q2 2020, closing a stake of 1 share.

Harvest Group Wealth Management first reported a position in WSO in Q1 2020 and held it in 1 quarter. The position peaked at $0 in Q1 2020. 388 funds tracked by Wall St. Rank hold WSO as of Q2 2020.

Harvest Group Wealth Management reported no remaining Watsco Inc position as of Q2 2020 after selling out during the quarter.
Harvest Group Wealth Management sold 1 Watsco Inc share in Q2 2020.
Harvest Group Wealth Management first reported a position in Watsco Inc in Q1 2020 and held it in 1 quarter.
Harvest Group Wealth Management's Watsco Inc position peaked at $0 in Q1 2020.
388 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2020.

Based on Harvest Group Wealth Management's 13F filing for Q2 2020, filed 31 Jul 2020.