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Liberty Wealth Management’s Watsco Inc WSO Stock Holding History

Liberty 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
Q3 		– Sell
-3
Closed -$1K – 966
2020
Q2 		$1K Sell
3
-1
-25% -$165 ﹤0.01% 826
2020
Q1 		$1K Hold
4
– – ﹤0.01% 851
2019
Q4 		$1K Sell
4
-22
-85% -$3.87K ﹤0.01% 875
2019
Q3 		$4K Buy
26
+22
+550% +$3.57K ﹤0.01% 686
2019
Q2 		$1K Buy
4
+2
+100% +$314 ﹤0.01% 872
2019
Q1 		$0 Buy
+2
New +$287 ﹤0.01% 860

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

Liberty Wealth Management's WSO Position: Q3 2020 in Review

Liberty Wealth Management sold out of Watsco Inc (WSO) in Q3 2020, closing a stake of 3 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in WSO in Q1 2019 and held it in 6 quarters. The position peaked at $4K in Q3 2019. 440 funds tracked by Wall St. Rank hold WSO as of Q3 2020.

  • Liberty Wealth Management reported no remaining Watsco Inc position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 3 Watsco Inc shares in Q3 2020, an estimated $1K.
  • Liberty Wealth Management first reported a position in Watsco Inc in Q1 2019 and held it in 6 quarters.
  • Liberty Wealth Management's Watsco Inc position peaked at $4K in Q3 2019.
  • 440 funds tracked by Wall St. Rank held Watsco Inc as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.