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JOYN Advisors’s Watsco Inc WSO Stock Holding History

JOYN 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
2019
Q1 		– Sell
-345
Closed -$48K – 1426
2018
Q4 		$48K Sell
345
-55
-14% -$8.38K 0.01% 359
2018
Q3 		$71K Sell
400
-29
-7% -$5.12K 0.01% 301
2018
Q2 		$76K Sell
429
-248
-37% -$45.1K 0.02% 290
2018
Q1 		$123K Buy
+677
New +$117K 0.03% 209

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 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
EIP
Epoch Investment Partners New York $16.5B AUM 24.3% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JOYN Advisors's WSO Position: Q1 2019 in Review

JOYN Advisors sold out of Watsco Inc (WSO) in Q1 2019, closing a stake of 345 shares — an estimated $48K sold.

JOYN Advisors first reported a position in WSO in Q1 2018 and held it in 4 quarters. The position peaked at $123K in Q1 2018. 370 funds tracked by Wall St. Rank hold WSO as of Q1 2019.

  • JOYN Advisors reported no remaining Watsco Inc position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 345 Watsco Inc shares in Q1 2019, an estimated $48K.
  • JOYN Advisors first reported a position in Watsco Inc in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Watsco Inc position peaked at $123K in Q1 2018.
  • 370 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.