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Nachman Norwood & Parrott’s Watsco Inc WSO Stock Holding History

Nachman Norwood & Parrott’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
Q4 		– Sell
-12
Closed -$3K – 1053
2020
Q3 		$3K Buy
+12
New +$2.7K ﹤0.01% 1057

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

Nachman Norwood & Parrott's WSO Position: Q4 2020 in Review

Nachman Norwood & Parrott sold out of Watsco Inc (WSO) in Q4 2020, closing a stake of 12 shares — an estimated $3K sold.

Nachman Norwood & Parrott first reported a position in WSO in Q3 2020 and held it in 1 quarter. The position peaked at $3K in Q3 2020. 443 funds tracked by Wall St. Rank hold WSO as of Q4 2020.

  • Nachman Norwood & Parrott reported no remaining Watsco Inc position as of Q4 2020 after selling out during the quarter.
  • Nachman Norwood & Parrott sold 12 Watsco Inc shares in Q4 2020, an estimated $3K.
  • Nachman Norwood & Parrott first reported a position in Watsco Inc in Q3 2020 and held it in 1 quarter.
  • Nachman Norwood & Parrott's Watsco Inc position peaked at $3K in Q3 2020.
  • 443 funds tracked by Wall St. Rank held Watsco Inc as of Q4 2020.

Based on Nachman Norwood & Parrott's 13F filing for Q4 2020, filed 19 Jan 2021.