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Legacy Wealth Asset Management’s Watsco Inc WSO Stock Holding History

Legacy Wealth Asset 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
Q2 		– Sell
-793
Closed -$207K – 305
2021
Q1 		$207K Buy
+793
New +$196K 0.1% 280

Other funds holding WSO

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Legacy Wealth Asset Management's WSO Position: Q2 2021 in Review

Legacy Wealth Asset Management sold out of Watsco Inc (WSO) in Q2 2021, closing a stake of 793 shares — an estimated $207K sold.

Legacy Wealth Asset Management first reported a position in WSO in Q1 2021 and held it in 1 quarter. The position peaked at $207K in Q1 2021. 475 funds tracked by Wall St. Rank hold WSO as of Q2 2021.

  • Legacy Wealth Asset Management reported no remaining Watsco Inc position as of Q2 2021 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 793 Watsco Inc shares in Q2 2021, an estimated $207K.
  • Legacy Wealth Asset Management first reported a position in Watsco Inc in Q1 2021 and held it in 1 quarter.
  • Legacy Wealth Asset Management's Watsco Inc position peaked at $207K in Q1 2021.
  • 475 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2021.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2021, filed 14 Jul 2021.