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Kore Private Wealth’s Watsco Inc WSO Stock Holding History

Kore Private Wealth’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
Q3 		– Sell
-119
Closed -$21K – 1097
2020
Q2 		$21K Hold
119
– – ﹤0.01% 640
2020
Q1 		$19K Buy
119
+116
+3,867% +$19.6K ﹤0.01% 601
2019
Q4 		$1K Buy
+3
New +$528 ﹤0.01% 1021

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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

Kore Private Wealth's WSO Position: Q3 2020 in Review

Kore Private Wealth sold out of Watsco Inc (WSO) in Q3 2020, closing a stake of 119 shares — an estimated $21K sold.

Kore Private Wealth first reported a position in WSO in Q4 2019 and held it in 3 quarters. The position peaked at $21K in Q2 2020. 440 funds tracked by Wall St. Rank hold WSO as of Q3 2020.

  • Kore Private Wealth reported no remaining Watsco Inc position as of Q3 2020 after selling out during the quarter.
  • Kore Private Wealth sold 119 Watsco Inc shares in Q3 2020, an estimated $21K.
  • Kore Private Wealth first reported a position in Watsco Inc in Q4 2019 and held it in 3 quarters.
  • Kore Private Wealth's Watsco Inc position peaked at $21K in Q2 2020.
  • 440 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2020.

Based on Kore Private Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.