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Mark Sheptoff Financial Planning’s Watsco Inc WSO Stock Holding History

Mark Sheptoff Financial Planning’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
2022
Q2 		– Sell
-12
Closed -$4K – 436
2022
Q1 		$4K Hold
12
– – ﹤0.01% 358
2021
Q4 		$4K Buy
+12
New +$3.56K ﹤0.01% 384

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Mark Sheptoff Financial Planning's WSO Position: Q2 2022 in Review

Mark Sheptoff Financial Planning sold out of Watsco Inc (WSO) in Q2 2022, closing a stake of 12 shares — an estimated $4K sold.

Mark Sheptoff Financial Planning first reported a position in WSO in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q1 2022. 515 funds tracked by Wall St. Rank hold WSO as of Q2 2022.

  • Mark Sheptoff Financial Planning reported no remaining Watsco Inc position as of Q2 2022 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 12 Watsco Inc shares in Q2 2022, an estimated $4K.
  • Mark Sheptoff Financial Planning first reported a position in Watsco Inc in Q4 2021 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Watsco Inc position peaked at $4K in Q1 2022.
  • 515 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2022.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.