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Piedmont Investment Advisors’s Watsco Inc WSO Stock Holding History

Piedmont Investment Advisors’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
Q2 		– Sell
-2,456
Closed -$388K – 701
2020
Q1 		$388K Hold
2,456
– – 0.02% 505
2019
Q4 		$442K Sell
2,456
-464
-16% -$81.6K 0.02% 568
2019
Q3 		$494K Sell
2,920
-194
-6% -$31.5K 0.02% 525
2019
Q2 		$509K Buy
3,114
+376
+14% +$59.1K 0.02% 541
2019
Q1 		$392K Buy
2,738
+32
+1% +$4.59K 0.02% 659
2018
Q4 		$377K Buy
2,706
+851
+46% +$130K 0.02% 595
2018
Q3 		$330K Buy
1,855
+1,853
+92,650% +$327K 0.01% 742
2018
Q2 		$0 Buy
+2
New +$364 ﹤0.01% 2909

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Piedmont Investment Advisors's WSO Position: Q2 2020 in Review

Piedmont Investment Advisors sold out of Watsco Inc (WSO) in Q2 2020, closing a stake of 2,456 shares — an estimated $388K sold.

Piedmont Investment Advisors first reported a position in WSO in Q2 2018 and held it in 8 quarters. The position peaked at $509K in Q2 2019. 388 funds tracked by Wall St. Rank hold WSO as of Q2 2020.

  • Piedmont Investment Advisors reported no remaining Watsco Inc position as of Q2 2020 after selling out during the quarter.
  • Piedmont Investment Advisors sold 2,456 Watsco Inc shares in Q2 2020, an estimated $388K.
  • Piedmont Investment Advisors first reported a position in Watsco Inc in Q2 2018 and held it in 8 quarters.
  • Piedmont Investment Advisors's Watsco Inc position peaked at $509K in Q2 2019.
  • 388 funds tracked by Wall St. Rank held Watsco Inc as of Q2 2020.

Based on Piedmont Investment Advisors's 13F filing for Q2 2020.