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Jacobi Capital Management’s Watsco Inc WSO Stock Holding History

Jacobi Capital 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
Q1 		– Sell
-4
Closed -$1K – 1468
2020
Q4 		$1K Buy
+4
New +$919 ﹤0.01% 1281

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Jacobi Capital Management's WSO Position: Q1 2021 in Review

Jacobi Capital Management sold out of Watsco Inc (WSO) in Q1 2021, closing a stake of 4 shares — an estimated $1K sold.

Jacobi Capital Management first reported a position in WSO in Q4 2020 and held it in 1 quarter. The position peaked at $1K in Q4 2020. 463 funds tracked by Wall St. Rank hold WSO as of Q1 2021.

  • Jacobi Capital Management reported no remaining Watsco Inc position as of Q1 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 4 Watsco Inc shares in Q1 2021, an estimated $1K.
  • Jacobi Capital Management first reported a position in Watsco Inc in Q4 2020 and held it in 1 quarter.
  • Jacobi Capital Management's Watsco Inc position peaked at $1K in Q4 2020.
  • 463 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2021.

Based on Jacobi Capital Management's 13F filing for Q1 2021, filed 11 May 2021.