Personal Wealth Partners’s Watsco Inc WSO Stock Holding History

Personal Wealth Partners’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 Q1	–	Sell	-1	Closed	–	–	625
2019 Q4	$0	Hold	1	–	–	﹤0.01%	697
2019 Q3	$0	Buy	+1	New	+$162	﹤0.01%	704

Other funds holding WSO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Personal Wealth Partners's WSO Position: Q1 2020 in Review

Personal Wealth Partners sold out of Watsco Inc (WSO) in Q1 2020, closing a stake of 1 share.

Personal Wealth Partners first reported a position in WSO in Q3 2019 and held it in 2 quarters. The position peaked at $0 in Q4 2019. 373 funds tracked by Wall St. Rank hold WSO as of Q1 2020.

Personal Wealth Partners reported no remaining Watsco Inc position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 1 Watsco Inc share in Q1 2020.
Personal Wealth Partners first reported a position in Watsco Inc in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Watsco Inc position peaked at $0 in Q4 2019.
373 funds tracked by Wall St. Rank held Watsco Inc as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.