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McElhenny Sheffield Capital Management’s Watsco Inc WSO Stock Holding History

McElhenny Sheffield Capital 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
2023
Q1 		– Sell
-3
Closed -$748 – 622
2022
Q4 		$748 Buy
+3
New +$789 ﹤0.01% 600

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Neuberger Berman Group
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McElhenny Sheffield Capital Management's WSO Position: Q1 2023 in Review

McElhenny Sheffield Capital Management sold out of Watsco Inc (WSO) in Q1 2023, closing a stake of 3 shares — an estimated $748 sold.

McElhenny Sheffield Capital Management first reported a position in WSO in Q4 2022 and held it in 1 quarter. The position peaked at $748 in Q4 2022. 613 funds tracked by Wall St. Rank hold WSO as of Q1 2023.

  • McElhenny Sheffield Capital Management reported no remaining Watsco Inc position as of Q1 2023 after selling out during the quarter.
  • McElhenny Sheffield Capital Management sold 3 Watsco Inc shares in Q1 2023, an estimated $748.
  • McElhenny Sheffield Capital Management first reported a position in Watsco Inc in Q4 2022 and held it in 1 quarter.
  • McElhenny Sheffield Capital Management's Watsco Inc position peaked at $748 in Q4 2022.
  • 613 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2023.

Based on McElhenny Sheffield Capital Management's 13F filing for Q1 2023, filed 13 Apr 2023.